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
51
$1.33B 0.3%
7,336,411
+1,200,021
52
$1.33B 0.3%
7,486,594
+4,707,805
53
$1.32B 0.3%
7,137,084
+264,966
54
$1.32B 0.29%
11,314,998
+1,192,458
55
$1.3B 0.29%
6,932,888
+1,818,504
56
$1.29B 0.29%
4,469,228
+4,036,608
57
$1.28B 0.29%
6,559,440
+173,419
58
$1.28B 0.29%
26,772,092
+130,316
59
$1.26B 0.28%
2,430,671
-115,988
60
$1.23B 0.28%
4,251,017
-18,498
61
$1.23B 0.28%
8,083,981
+1,714,272
62
$1.18B 0.26%
1,149,635
+98,767
63
$1.17B 0.26%
1,889,157
+72,017
64
$1.17B 0.26%
26,538,544
+2,391,677
65
$1.15B 0.26%
6,566,502
+296,601
66
$1.13B 0.25%
5,136,946
+1,007,577
67
$1.13B 0.25%
2,157,763
+358,236
68
$1.11B 0.25%
36,467,458
+20,024,590
69
$1.1B 0.25%
4,831,703
+42,983
70
$1.09B 0.24%
2,454,050
+201,793
71
$1.09B 0.24%
4,934,525
+1,658,707
72
$1.08B 0.24%
2,568,505
+80,692
73
$1.06B 0.24%
3,584,412
+419,658
74
$1.06B 0.24%
4,067,614
+460,876
75
$1.06B 0.24%
6,122,401
+319,446
1 2
3
4 5