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
6926
$10K ﹤0.01%
18
-119
6927
$10K ﹤0.01%
610
-42,956
6928
$10K ﹤0.01%
8,680
-7,320
6929
$10K ﹤0.01%
+450
6930
$10K ﹤0.01%
+972
6931
$10K ﹤0.01%
+1,170
6932
$10K ﹤0.01%
+968
6933
$10K ﹤0.01%
4,634
+1,476
6934
$10K ﹤0.01%
+309
6935
$10K ﹤0.01%
956
-897
6936
$10K ﹤0.01%
1,000
-3,928
6937
$10K ﹤0.01%
1,025
+1,000
6938
$10K ﹤0.01%
398
6939
$10K ﹤0.01%
1,010
-1,182
6940
$10K ﹤0.01%
+23
6941
$10K ﹤0.01%
980
-1,000
6942
$10K ﹤0.01%
1,018
-22
6943
$10K ﹤0.01%
+1,015
6944
$10K ﹤0.01%
200
6945
$10K ﹤0.01%
+1,062
6946
$10K ﹤0.01%
+975
6947
$10K ﹤0.01%
+1,041
6948
$10K ﹤0.01%
1,015
-1,449
6949
$10K ﹤0.01%
1,002
+424
6950
$10K ﹤0.01%
+4,626
276 277
278
279 280