UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5576
$111K ﹤0.01%
4,862
-700
5577
$111K ﹤0.01%
+3,709
5578
$111K ﹤0.01%
39,821
+24,356
5579
$111K ﹤0.01%
3,076
+3,001
5580
$110K ﹤0.01%
3,864
-1,116
5581
$110K ﹤0.01%
8,774
+122
5582
$110K ﹤0.01%
1,271
+2
5583
$110K ﹤0.01%
27,567
+27,543
5584
$110K ﹤0.01%
1,594
+725
5585
$110K ﹤0.01%
11,300
+4,257
5586
$109K ﹤0.01%
15,695
+15,588
5587
$109K ﹤0.01%
90,952
+83,974
5588
$109K ﹤0.01%
+18,159
5589
$109K ﹤0.01%
2,482
+1,337
5590
$108K ﹤0.01%
138,770
+38,490
5591
$108K ﹤0.01%
98,263
+50,699
5592
$108K ﹤0.01%
49,524
-24,827
5593
$108K ﹤0.01%
89,943
+88,533
5594
$108K ﹤0.01%
11,638
-4,610
5595
$108K ﹤0.01%
40,357
+24,632
5596
$107K ﹤0.01%
14,575
+13,577
5597
$107K ﹤0.01%
32,103
+15,210
5598
$107K ﹤0.01%
+2,554
5599
$107K ﹤0.01%
49,893
+11,436
5600
$107K ﹤0.01%
6,514
+3,008
222 223
224
225 226