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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834M 0.41%
68,246,355
+10,477,405
52
$826M 0.41%
38,348,435
+2,284,883
53
$825M 0.41%
13,863,409
+2,412,483
54
$809M 0.4%
4,239,411
-329,868
55
$774M 0.38%
8,592,661
+4,371,788
56
$760M 0.38%
8,672,823
+868,655
57
$756M 0.37%
5,453,854
+775,585
58
$755M 0.37%
3,122,601
+149,432
59
$742M 0.37%
4,510,532
+123,424
60
$728M 0.36%
4,367,747
-166,647
61
$727M 0.36%
5,792,147
+1,294,751
62
$719M 0.35%
4,332,297
-116,308
63
$718M 0.35%
17,545,806
+282,350
64
$715M 0.35%
3,633,365
-154,990
65
$715M 0.35%
16,214,746
+1,848,886
66
$709M 0.35%
19,135,475
-14,360
67
$705M 0.35%
12,076,388
-1,229,834
68
$697M 0.34%
5,898,346
+517,626
69
$695M 0.34%
9,651,175
+563,959
70
$686M 0.34%
5,333,864
+67,214
71
$684M 0.34%
2,197,189
-57,450
72
$679M 0.34%
3,076,269
-96,224
73
$670M 0.33%
14,359,296
+707,937
74
$664M 0.33%
11,541,038
+879,406
75
$658M 0.33%
18,910,793
+1,735,330
1 2
3
4 5