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
6551
$15K ﹤0.01%
393
-766
6552
$15K ﹤0.01%
+1,478
6553
$15K ﹤0.01%
2,603
-43,851
6554
$15K ﹤0.01%
+1,577
6555
$15K ﹤0.01%
1,486
+935
6556
$15K ﹤0.01%
1,558
+50
6557
$15K ﹤0.01%
1,500
-995
6558
$15K ﹤0.01%
4,087
-4,063
6559
$15K ﹤0.01%
313
+62
6560
$15K ﹤0.01%
1,401
-72
6561
$15K ﹤0.01%
30,921
6562
$15K ﹤0.01%
1,485
-121
6563
$15K ﹤0.01%
10,811
+9,490
6564
$15K ﹤0.01%
+1,466
6565
$15K ﹤0.01%
1,481
+1,176
6566
$15K ﹤0.01%
1,484
+1,425
6567
$15K ﹤0.01%
1,491
-820
6568
$15K ﹤0.01%
1,462
-2,310
6569
$15K ﹤0.01%
1,327
+39
6570
$15K ﹤0.01%
1,444
+990
6571
$15K ﹤0.01%
2,165
-8,433
6572
$15K ﹤0.01%
1,125
+1,025
6573
$15K ﹤0.01%
2,302
+2,122
6574
$15K ﹤0.01%
+1,500
6575
$14K ﹤0.01%
1,375
+480
261 262
263
264 265