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
676
$110M 0.02%
4,147,748
+3,563,862
677
$110M 0.02%
1,440,370
-23,788
678
$109M 0.02%
620,205
+128,027
679
$109M 0.02%
1,584,244
+548,217
680
$109M 0.02%
932,466
+272,875
681
$109M 0.02%
2,256,206
+602,045
682
$109M 0.02%
901,467
+232,794
683
$108M 0.02%
4,675,372
+3,566,301
684
$108M 0.02%
2,886,873
+1,146,223
685
$108M 0.02%
4,226,514
+1,410,248
686
$108M 0.02%
5,121,641
+3,884,491
687
$108M 0.02%
1,505,204
+440,319
688
$108M 0.02%
2,902,660
+99,650
689
$108M 0.02%
2,661,619
+2,546,201
690
$107M 0.02%
923,678
+213,713
691
$107M 0.02%
1,892,191
+1,320,125
692
$107M 0.02%
1,002,841
+189,314
693
$107M 0.02%
3,559,636
+1,986,178
694
$107M 0.02%
1,018,537
+106,780
695
$106M 0.02%
1,633,205
+648,647
696
$106M 0.02%
2,359,608
+93,907
697
$105M 0.02%
1,533,352
+1,191,892
698
$105M 0.02%
2,812,478
+1,085,871
699
$104M 0.02%
1,913,875
+462,336
700
$104M 0.02%
365,368
+210,163
26 27
28
29 30