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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6076
$27K ﹤0.01%
712
-2
6077
$27K ﹤0.01%
4
+2
6078
$27K ﹤0.01%
6,444
+5,012
6079
$27K ﹤0.01%
1,510
+346
6080
$27K ﹤0.01%
+1,162
6081
$27K ﹤0.01%
716
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6082
$27K ﹤0.01%
3,654
-49,164
6083
$27K ﹤0.01%
229
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6084
$27K ﹤0.01%
1,907
-6,227
6085
$27K ﹤0.01%
4,845
-1,756
6086
$27K ﹤0.01%
1,630
+1,550
6087
$27K ﹤0.01%
526
-123
6088
$27K ﹤0.01%
+1,124
6089
$27K ﹤0.01%
9,147
-6,774
6090
$27K ﹤0.01%
+164
6091
$27K ﹤0.01%
744
-627
6092
$27K ﹤0.01%
2,678
+930
6093
$27K ﹤0.01%
2,726
+2,470
6094
$27K ﹤0.01%
2,637
-880
6095
$27K ﹤0.01%
1,052
-1,224
6096
$27K ﹤0.01%
+2,677
6097
$27K ﹤0.01%
527
-75
6098
$27K ﹤0.01%
2,601
-4,143
6099
$27K ﹤0.01%
2,478
-18,487
6100
$27K ﹤0.01%
+2,291
242 243
244
245 246