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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7751
$2K ﹤0.01%
+2,126
7752
$2K ﹤0.01%
2,349
-665
7753
$2K ﹤0.01%
2,053
-2,970
7754
$2K ﹤0.01%
+2,087
7755
$2K ﹤0.01%
+2,327
7756
$2K ﹤0.01%
10,972
+7,586
7757
$2K ﹤0.01%
2,468
-2,279
7758
$2K ﹤0.01%
+1,979
7759
$2K ﹤0.01%
3
7760
$2K ﹤0.01%
179
-4,850
7761
$2K ﹤0.01%
51
+11
7762
$2K ﹤0.01%
+2,796
7763
$2K ﹤0.01%
1,326
-665
7764
$2K ﹤0.01%
+954
7765
$2K ﹤0.01%
1,371
-454
7766
$2K ﹤0.01%
+27
7767
$2K ﹤0.01%
1,306
-510
7768
$2K ﹤0.01%
1,891
-265
7769
$2K ﹤0.01%
461
+227
7770
$2K ﹤0.01%
42
-157
7771
$2K ﹤0.01%
+2,037
7772
$2K ﹤0.01%
209
-157
7773
$2K ﹤0.01%
+2,013
7774
$2K ﹤0.01%
175
-4,868
7775
$2K ﹤0.01%
+3,799
309 310
311
312 313