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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$702M 0.4%
3,603,903
-450,168
52
$702M 0.4%
11,819,372
+1,989,296
53
$700M 0.4%
57,637,390
-9,596,290
54
$697M 0.4%
12,440,182
+1,334,663
55
$690M 0.39%
3,012,927
-74,148
56
$668M 0.38%
21,992,058
-5,104,233
57
$657M 0.37%
4,244,972
-791,548
58
$655M 0.37%
21,697,515
-2,080,585
59
$652M 0.37%
14,901,805
-2,177,923
60
$648M 0.37%
8,028,733
-1,046,445
61
$642M 0.37%
24,905,462
+897,011
62
$634M 0.36%
4,978,731
+378,763
63
$626M 0.36%
7,424,114
-89,996
64
$612M 0.35%
6,413,541
-907,766
65
$598M 0.34%
6,208,764
+788,117
66
$591M 0.34%
2,298,703
-143,851
67
$584M 0.33%
4,818,295
+1,166,243
68
$582M 0.33%
1,893,126
+122,002
69
$574M 0.33%
15,719,839
+515,392
70
$573M 0.33%
3,355,237
-77,138
71
$569M 0.32%
5,880,186
-254,710
72
$568M 0.32%
3,669,655
-508,033
73
$563M 0.32%
1,456,428
-93,005
74
$559M 0.32%
14,711,234
-647,708
75
$557M 0.32%
2,592,116
+55,847
1 2
3
4 5