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
7801
$2K ﹤0.01%
436
-1,664
7802
$2K ﹤0.01%
103
+3
7803
$2K ﹤0.01%
200
-2,900
7804
$2K ﹤0.01%
170
7805
$2K ﹤0.01%
63
-1,249
7806
$2K ﹤0.01%
+1,812
7807
$2K ﹤0.01%
+2,540
7808
$2K ﹤0.01%
376
+166
7809
$2K ﹤0.01%
+411
7810
$2K ﹤0.01%
1,728
-897
7811
$2K ﹤0.01%
+180
7812
$2K ﹤0.01%
+181
7813
$2K ﹤0.01%
+234
7814
$2K ﹤0.01%
27
-47
7815
$2K ﹤0.01%
+100
7816
$2K ﹤0.01%
27
-79
7817
$2K ﹤0.01%
223
-718
7818
$2K ﹤0.01%
122
-1,691
7819
$2K ﹤0.01%
1,054
-1,554
7820
$2K ﹤0.01%
55
-234
7821
$2K ﹤0.01%
+684
7822
$2K ﹤0.01%
+2,101
7823
$2K ﹤0.01%
283
+282
7824
$2K ﹤0.01%
227
-15,500
7825
$2K ﹤0.01%
10
-77
311 312
313
314 315