UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7076
– –
-2
7077
– –
-198
7078
– –
-324
7079
$0 ﹤0.01%
1
7080
– –
-4,008
7081
– –
-2,300
7082
$0 ﹤0.01%
+44
7083
– –
-925
7084
– –
-236
7085
– –
-515
7086
– –
-1,186
7087
– –
-3,589
7088
– –
-14,552
7089
$0 ﹤0.01%
734
-391
7090
– –
-1,109
7091
– –
-1,268
7092
– –
-794
7093
– –
-4,036
7094
– –
-11,426
7095
– –
-667
7096
– –
-200,732
7097
– –
-17,396
7098
– –
-3,475
7099
– –
-3,869,063
7100
– –
-5,592
282 283
284
285 286