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 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$134M 0.03%
5,280,064
+21,769
577
$134M 0.03%
2,774,382
+175,459
578
$134M 0.03%
3,158,243
+880,323
579
$133M 0.03%
218,870
+160,995
580
$133M 0.03%
1,378,752
+242,286
581
$133M 0.03%
1,099,497
+275,902
582
$133M 0.03%
5,768,796
+1,189,109
583
$132M 0.03%
1,840,577
+101,446
584
$132M 0.03%
1,243,939
+545,642
585
$132M 0.03%
1,715,745
+721,255
586
$132M 0.03%
3,309,199
+923,137
587
$131M 0.03%
2,306,010
+1,031,375
588
$130M 0.03%
798,302
+210,544
589
$130M 0.03%
1,538,453
+271,888
590
$129M 0.03%
1,713,992
+283,993
591
$128M 0.03%
1,182,844
+4,292
592
$128M 0.03%
1,171,659
+1,122,290
593
$128M 0.03%
1,440,638
+375,788
594
$128M 0.03%
2,511,858
-23,017
595
$127M 0.03%
5,924,401
+5,526,727
596
$127M 0.03%
1,476,638
+518,914
597
$127M 0.03%
13,612,037
+10,746,093
598
$127M 0.03%
555,236
+327,797
599
$126M 0.03%
622,633
+131,809
600
$126M 0.03%
2,565,019
+2,463,762
22 23
24
25 26