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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6001
$26K ﹤0.01%
2,583
-100
6002
$26K ﹤0.01%
1,583
-1,869
6003
– –
0
6004
$26K ﹤0.01%
2,624
-1,861
6005
$26K ﹤0.01%
2,452
+173
6006
$26K ﹤0.01%
+858
6007
$25K ﹤0.01%
1,001
-2,704
6008
$25K ﹤0.01%
1,019
-3,650
6009
$25K ﹤0.01%
1,084
-2,509
6010
$25K ﹤0.01%
571
-140
6011
$25K ﹤0.01%
2,281
-2,369
6012
$25K ﹤0.01%
990
+475
6013
$25K ﹤0.01%
1,335
+195
6014
$25K ﹤0.01%
+3,142
6015
$25K ﹤0.01%
1,535
+535
6016
$25K ﹤0.01%
873
-847
6017
$25K ﹤0.01%
1,314
-17,262
6018
$25K ﹤0.01%
1,200
-12,922
6019
$25K ﹤0.01%
3,666
-7,735
6020
$25K ﹤0.01%
1,256
+235
6021
$25K ﹤0.01%
1,718
-1,179
6022
$25K ﹤0.01%
2,937
+1,953
6023
$25K ﹤0.01%
827
+334
6024
$25K ﹤0.01%
+1
6025
$25K ﹤0.01%
44
+21
239 240
241
242 243