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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$39.4M 0.02%
678,552
+34,757
727
$39.4M 0.02%
710,312
+119,844
728
$39.4M 0.02%
979,341
-83,201
729
$39.3M 0.02%
831,311
-45,749
730
$39.2M 0.02%
367,242
-76,825
731
$38.8M 0.02%
258,390
+12,384
732
$38.8M 0.02%
536,318
-19,929
733
$38.7M 0.02%
1,840,243
-1,117,378
734
$38.6M 0.02%
663,948
+126,663
735
$38.5M 0.02%
1,533,835
-366,329
736
$38.5M 0.02%
516,652
-294,490
737
$38.3M 0.02%
1,255,182
+26,417
738
$38.2M 0.02%
698,397
+6,091
739
$37.9M 0.02%
580,230
-47,219
740
$37.8M 0.02%
98,293
-14,453
741
$37.7M 0.02%
623,359
+144,027
742
$37.7M 0.02%
1,123,912
-78,102
743
$37.7M 0.02%
2,229,182
+670,467
744
$37.7M 0.02%
155,974
-81,578
745
$37.7M 0.02%
449,924
+40,130
746
$37.6M 0.02%
291,949
+13,007
747
$37.6M 0.02%
1,441,331
+1,129,831
748
$37.6M 0.02%
934,021
-592,377
749
$37.5M 0.02%
642,766
-134,901
750
$37.5M 0.02%
2,353,447
+702,942
28 29
30
31 32