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
5626
$103K ﹤0.01%
24,926
+21,122
5627
$103K ﹤0.01%
5,365
+1,537
5628
$103K ﹤0.01%
2,112
+1,482
5629
$102K ﹤0.01%
84,567
+69,559
5630
$102K ﹤0.01%
7,004
+7,000
5631
$102K ﹤0.01%
6,127
+5,883
5632
$102K ﹤0.01%
+3,392
5633
$101K ﹤0.01%
43,365
+40,828
5634
$101K ﹤0.01%
45,864
+43,958
5635
$101K ﹤0.01%
2,369
-8,605
5636
$101K ﹤0.01%
32,393
+31,508
5637
$101K ﹤0.01%
151,694
+132,094
5638
$101K ﹤0.01%
13,380
+13,376
5639
$100K ﹤0.01%
15,358
+14,186
5640
$100K ﹤0.01%
+3,650
5641
$100K ﹤0.01%
36,175
+10,411
5642
$100K ﹤0.01%
1,971
+1,759
5643
$99.9K ﹤0.01%
15,657
+15,435
5644
$99.8K ﹤0.01%
6,755
+6,417
5645
$99.7K ﹤0.01%
14,840
+14,800
5646
$99.3K ﹤0.01%
9,262
-1,346
5647
$99.2K ﹤0.01%
1,147
+750
5648
$99.2K ﹤0.01%
1,500
-2,500
5649
$99.1K ﹤0.01%
19,100
+11,791
5650
$98.9K ﹤0.01%
27,407
-18,389
224 225
226
227 228