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
701
$104M 0.02%
1,155,364
+397,194
702
$104M 0.02%
1,343,531
+482,317
703
$103M 0.02%
2,149,312
+1,139,470
704
$103M 0.02%
213,356
+80,924
705
$103M 0.02%
2,472,677
+2,340,443
706
$103M 0.02%
1,026,638
+90,173
707
$103M 0.02%
1,765,187
-921,534
708
$103M 0.02%
2,960,060
+1,931,883
709
$102M 0.02%
872,160
+62,603
710
$102M 0.02%
923,529
+652,357
711
$102M 0.02%
1,468,975
+1,064,006
712
$101M 0.02%
1,671,068
+507,816
713
$100M 0.02%
2,749,881
+2,512,228
714
$100M 0.02%
949,185
+849,433
715
$100M 0.02%
325,274
+144,644
716
$100M 0.02%
1,288,065
+19,509
717
$100M 0.02%
544,677
+200,224
718
$100M 0.02%
3,190,980
+3,007,031
719
$99.9M 0.02%
793,048
+368,382
720
$99.8M 0.02%
1,704,964
-683,476
721
$99.7M 0.02%
643,708
-9,419
722
$99.5M 0.02%
1,494,684
+837,832
723
$99.2M 0.02%
290,912
+194,161
724
$99.2M 0.02%
1,508,633
+646,662
725
$98.9M 0.02%
536,172
+2,105
27 28
29
30 31