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
626
$120M 0.03%
4,342,093
-115,796
627
$120M 0.03%
4,116,050
+704,107
628
$120M 0.03%
833,726
+670,327
629
$120M 0.03%
1,239,969
+194,530
630
$120M 0.03%
4,708,843
+1,879,020
631
$120M 0.03%
2,079,120
+1,702,846
632
$119M 0.03%
2,293,637
+500,568
633
$119M 0.03%
585,824
+353,328
634
$119M 0.03%
3,979,091
+221,021
635
$119M 0.03%
4,073,275
+3,142,433
636
$119M 0.03%
2,229,991
+1,155,432
637
$119M 0.03%
3,096,168
+1,696,606
638
$118M 0.03%
507,888
+375,420
639
$118M 0.03%
1,174,568
+603,718
640
$118M 0.03%
3,762,760
+2,723,168
641
$118M 0.03%
622,206
+118,331
642
$118M 0.03%
3,133,891
-551,917
643
$118M 0.03%
5,730,678
+5,605,661
644
$118M 0.03%
1,373,018
+495,187
645
$118M 0.03%
1,513,715
+1,015,937
646
$118M 0.03%
461,634
+269,107
647
$117M 0.03%
13,244,347
+7,812,123
648
$117M 0.03%
10,312,035
+8,375,156
649
$117M 0.03%
5,259,767
+4,122,150
650
$117M 0.03%
647,248
+42,802
24 25
26
27 28