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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5926
$27K ﹤0.01%
718
5927
$27K ﹤0.01%
2,693
+955
5928
$27K ﹤0.01%
2,657
+1,999
5929
$27K ﹤0.01%
2,618
-400
5930
$27K ﹤0.01%
1,424
-323
5931
$27K ﹤0.01%
2,777
+450
5932
$27K ﹤0.01%
1,543
+200
5933
$27K ﹤0.01%
1,492
-153
5934
$27K ﹤0.01%
949
+706
5935
$27K ﹤0.01%
2,785
+2,500
5936
$27K ﹤0.01%
1,096
-92
5937
$27K ﹤0.01%
3,798
+1,711
5938
$27K ﹤0.01%
2,697
+1,395
5939
$27K ﹤0.01%
2,709
-9,800
5940
$27K ﹤0.01%
2,750
+680
5941
$27K ﹤0.01%
787
+23
5942
$27K ﹤0.01%
2,686
+887
5943
$27K ﹤0.01%
+1,615
5944
$26K ﹤0.01%
27,149
+1,286
5945
$26K ﹤0.01%
+46
5946
$26K ﹤0.01%
1,031
+594
5947
$26K ﹤0.01%
3,012
+2,974
5948
$26K ﹤0.01%
17,793
+13,585
5949
$26K ﹤0.01%
634
-218
5950
$26K ﹤0.01%
+4,274
236 237
238
239 240