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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$39.2M 0.02%
208,193
-20,124
727
$39.1M 0.02%
349,375
+219,539
728
$39M 0.02%
447,069
+59,891
729
$38.9M 0.02%
1,176,646
-247,130
730
$38.7M 0.02%
238,393
+80,232
731
$38.6M 0.02%
443,822
-10,686
732
$38.6M 0.02%
1,304,118
+507,282
733
$38.6M 0.02%
92,878
+10,150
734
$38.6M 0.02%
364,866
+36,535
735
$38.5M 0.02%
734,827
-32,279
736
$38.4M 0.02%
79,184
-13,039
737
$38.4M 0.02%
223,392
+127,209
738
$38.3M 0.02%
836,043
-75,052
739
$38.1M 0.02%
768,897
+76,682
740
$38M 0.02%
913,771
+334,784
741
$37.9M 0.02%
2,025,181
-23,765
742
$37.9M 0.02%
204,187
+64,053
743
$37.8M 0.02%
2,011,750
+193,838
744
$37.8M 0.02%
505,572
-913
745
$37.8M 0.02%
1,981,394
-10,799
746
$37.8M 0.02%
171,527
-8,034
747
$37.8M 0.02%
510,878
+59,904
748
$37.7M 0.02%
728,600
+148,487
749
$37.6M 0.02%
346,624
-15,562
750
$37.6M 0.02%
143,821
-53,632
28 29
30
31 32