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
7701
$2.81K ﹤0.01%
106
-151
7702
$2.81K ﹤0.01%
100
+99
7703
$2.81K ﹤0.01%
23
-96
7704
$2.81K ﹤0.01%
136
-3,835
7705
$2.79K ﹤0.01%
129
-332
7706
$2.79K ﹤0.01%
+113
7707
$2.79K ﹤0.01%
+97
7708
$2.78K ﹤0.01%
+94
7709
$2.77K ﹤0.01%
100
+66
7710
$2.76K ﹤0.01%
140
+10
7711
$2.75K ﹤0.01%
108
-25
7712
$2.75K ﹤0.01%
334
-398
7713
$2.75K ﹤0.01%
85
-899
7714
$2.75K ﹤0.01%
+572
7715
$2.74K ﹤0.01%
+102
7716
$2.73K ﹤0.01%
95
7717
$2.73K ﹤0.01%
68
-4,938
7718
$2.72K ﹤0.01%
445
+317
7719
$2.71K ﹤0.01%
+12
7720
$2.71K ﹤0.01%
+107
7721
$2.7K ﹤0.01%
65
+48
7722
$2.69K ﹤0.01%
+1,146
7723
$2.69K ﹤0.01%
114
+79
7724
$2.68K ﹤0.01%
120
-1,057
7725
$2.67K ﹤0.01%
46
-57
307 308
309
310 311