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
7826
$2K ﹤0.01%
80
-1,720
7827
$2K ﹤0.01%
452
-1,584
7828
$2K ﹤0.01%
+127
7829
$2K ﹤0.01%
165
-2,055
7830
$2K ﹤0.01%
70
-111
7831
$2K ﹤0.01%
70
-1,828
7832
$2K ﹤0.01%
54
-551
7833
$2K ﹤0.01%
+755
7834
$2K ﹤0.01%
+1,038
7835
$2K ﹤0.01%
144
-19,174
7836
$2K ﹤0.01%
+59
7837
$2K ﹤0.01%
+4,329
7838
$2K ﹤0.01%
+20
7839
$2K ﹤0.01%
269
-1,691
7840
$2K ﹤0.01%
392
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7841
$2K ﹤0.01%
+508
7842
$2K ﹤0.01%
163
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7843
$2K ﹤0.01%
236
-2,686
7844
$2K ﹤0.01%
80
-10,066
7845
$2K ﹤0.01%
206
-3,854
7846
$2K ﹤0.01%
94
-3,294
7847
$2K ﹤0.01%
+283
7848
$2K ﹤0.01%
141
-73,873
7849
$2K ﹤0.01%
+8,156
7850
$2K ﹤0.01%
155
-2,481
312 313
314
315 316