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
7776
$2.38K ﹤0.01%
+118
7777
$2.37K ﹤0.01%
+235
7778
$2.37K ﹤0.01%
11
+2
7779
$2.36K ﹤0.01%
91
-278
7780
$2.35K ﹤0.01%
+587
7781
$2.35K ﹤0.01%
111
+96
7782
$2.34K ﹤0.01%
115
-80
7783
$2.33K ﹤0.01%
123
+97
7784
$2.33K ﹤0.01%
600
-4,332
7785
$2.33K ﹤0.01%
+92
7786
$2.32K ﹤0.01%
54
-14
7787
$2.31K ﹤0.01%
11,000
-1,802
7788
$2.31K ﹤0.01%
+93
7789
$2.3K ﹤0.01%
91
7790
$2.3K ﹤0.01%
91
-778
7791
$2.29K ﹤0.01%
2,632
-44,677
7792
$2.29K ﹤0.01%
99
-2,360
7793
$2.27K ﹤0.01%
90
-141
7794
$2.27K ﹤0.01%
54
-19
7795
$2.27K ﹤0.01%
+45
7796
$2.26K ﹤0.01%
87
7797
$2.26K ﹤0.01%
+191
7798
$2.25K ﹤0.01%
19
-40
7799
$2.25K ﹤0.01%
+45
7800
$2.23K ﹤0.01%
+220
310 311
312
313 314