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
7676
$2.98K ﹤0.01%
1,000
7677
$2.98K ﹤0.01%
130
-1,375
7678
$2.95K ﹤0.01%
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$2.95K ﹤0.01%
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7680
$2.94K ﹤0.01%
1,874
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7681
$2.94K ﹤0.01%
84
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$2.93K ﹤0.01%
+196
7683
$2.93K ﹤0.01%
121
+71
7684
$2.92K ﹤0.01%
2,495
-5,317
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$2.92K ﹤0.01%
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7686
$2.91K ﹤0.01%
163
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7687
$2.9K ﹤0.01%
+100
7688
$2.9K ﹤0.01%
118
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7689
$2.89K ﹤0.01%
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$2.89K ﹤0.01%
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7691
$2.88K ﹤0.01%
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$2.87K ﹤0.01%
2,436
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7693
$2.87K ﹤0.01%
118
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7694
$2.87K ﹤0.01%
129
+50
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$2.85K ﹤0.01%
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7696
$2.85K ﹤0.01%
90
7697
$2.84K ﹤0.01%
+1,588
7698
$2.83K ﹤0.01%
65
-2,525
7699
$2.83K ﹤0.01%
81
-60
7700
$2.81K ﹤0.01%
+50
306 307
308
309 310