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
7776
$2K ﹤0.01%
+38
7777
$2K ﹤0.01%
30
+5
7778
$2K ﹤0.01%
+209
7779
$2K ﹤0.01%
2,634
-12,714
7780
$2K ﹤0.01%
+742
7781
$2K ﹤0.01%
+201
7782
$2K ﹤0.01%
735
+335
7783
$2K ﹤0.01%
1,989
-2,875
7784
$2K ﹤0.01%
+2,002
7785
$2K ﹤0.01%
2,027
+1,023
7786
$2K ﹤0.01%
162
-3,101
7787
$2K ﹤0.01%
+1,073
7788
$2K ﹤0.01%
+1,146
7789
$2K ﹤0.01%
+195
7790
$2K ﹤0.01%
170
+28
7791
$2K ﹤0.01%
198
-1,401
7792
$2K ﹤0.01%
13,171
-23,113
7793
$2K ﹤0.01%
79
-1,717
7794
$2K ﹤0.01%
889
-1,131
7795
$2K ﹤0.01%
1,629
-622
7796
$2K ﹤0.01%
835
-467
7797
$2K ﹤0.01%
173
-605
7798
$2K ﹤0.01%
773
+363
7799
$2K ﹤0.01%
6
-58
7800
$2K ﹤0.01%
884
-1,458
310 311
312
313 314