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
601
$126M 0.03%
2,544,772
+173,000
602
$126M 0.03%
1,476,829
+821,191
603
$126M 0.03%
711,214
+200,158
604
$126M 0.03%
1,735,476
+483,839
605
$126M 0.03%
2,669,388
+1,774,052
606
$125M 0.03%
2,098,373
+15,785
607
$125M 0.03%
3,512,455
+890,148
608
$125M 0.03%
3,402,205
+46,563
609
$125M 0.03%
179,574
+98,236
610
$125M 0.03%
605,557
-119,586
611
$125M 0.03%
4,457,672
+856,617
612
$125M 0.03%
2,493,230
+79,066
613
$124M 0.03%
3,347,618
+366,934
614
$124M 0.03%
4,236,508
-145,244
615
$124M 0.03%
6,650,709
+134,418
616
$123M 0.03%
4,424,069
+365,116
617
$123M 0.03%
1,192,846
+659,489
618
$123M 0.03%
1,834,356
-1,296,045
619
$123M 0.03%
647,368
-20,248
620
$123M 0.03%
2,210,797
-182,930
621
$121M 0.03%
582,213
+414,775
622
$121M 0.03%
1,309,810
+966,768
623
$121M 0.03%
1,224,828
+1,055,088
624
$121M 0.03%
412,888
+398,883
625
$121M 0.03%
631,828
+509,039
23 24
25
26 27