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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$42M 0.02%
743,359
+7,080
702
$41.9M 0.02%
1,381,509
-52,079
703
$41.9M 0.02%
4,532,673
-1,356,842
704
$41.2M 0.02%
941,238
+7,113
705
$41.2M 0.02%
2,200,520
-17,848
706
$40.9M 0.02%
297,579
-114,249
707
$40.7M 0.02%
822,696
+370,517
708
$40.7M 0.02%
322,825
+14,539
709
$40.6M 0.02%
1,834,153
+806,589
710
$40.6M 0.02%
138,420
+16,858
711
$40.5M 0.02%
265,799
-77,544
712
$40.5M 0.02%
2,436,481
+77,137
713
$40.5M 0.02%
673,523
+423,159
714
$40.4M 0.02%
1,460,438
+125,155
715
$40.4M 0.02%
987,549
+125,998
716
$40.4M 0.02%
502,150
+216,401
717
$40.1M 0.02%
1,845,152
-86,617
718
$40.1M 0.02%
265,721
+35,488
719
$40.1M 0.02%
241,118
+13,225
720
$40M 0.02%
348,811
-2,207
721
$39.9M 0.02%
491,342
-66,995
722
$39.8M 0.02%
926,276
+174,331
723
$39.6M 0.02%
690,139
-48,455
724
$39.5M 0.02%
614,502
+61,936
725
$39.4M 0.02%
674,183
-30,711
27 28
29
30 31