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
7751
$2.55K ﹤0.01%
98
+95
7752
$2.54K ﹤0.01%
1,496
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7755
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3,587
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7757
$2.51K ﹤0.01%
1,459
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7758
$2.51K ﹤0.01%
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$2.51K ﹤0.01%
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$2.51K ﹤0.01%
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$2.5K ﹤0.01%
133
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$2.5K ﹤0.01%
774
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7763
$2.49K ﹤0.01%
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$2.48K ﹤0.01%
372
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$2.47K ﹤0.01%
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$2.46K ﹤0.01%
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$2.45K ﹤0.01%
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$2.44K ﹤0.01%
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$2.44K ﹤0.01%
114
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$2.44K ﹤0.01%
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$2.44K ﹤0.01%
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-50
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$2.42K ﹤0.01%
202
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$2.42K ﹤0.01%
1,119
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$2.38K ﹤0.01%
2,827
-381
7775
$2.38K ﹤0.01%
1,584
-303
309 310
311
312 313