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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7826
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-8,333
7827
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7828
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-3,020
7829
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$0 ﹤0.01%
9,095
7832
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7833
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7834
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7835
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7837
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7838
$0 ﹤0.01%
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0
7841
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7842
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7843
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+4
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7845
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-33,853
7846
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7847
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7848
$0 ﹤0.01%
3
-951
7849
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-2,440
7850
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-45,000
312 313
314
315 316