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
7876
$2K ﹤0.01%
+1,885
7877
$2K ﹤0.01%
63
-1,985
7878
$2K ﹤0.01%
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7881
$2K ﹤0.01%
1,592
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7882
$2K ﹤0.01%
192
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7883
$2K ﹤0.01%
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7884
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+173
7885
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181
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7886
$2K ﹤0.01%
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$2K ﹤0.01%
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7888
$2K ﹤0.01%
371
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7889
$2K ﹤0.01%
209
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$2K ﹤0.01%
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7891
$2K ﹤0.01%
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7892
$2K ﹤0.01%
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7893
$2K ﹤0.01%
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7894
$2K ﹤0.01%
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$2K ﹤0.01%
1,147
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7896
$2K ﹤0.01%
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7897
$2K ﹤0.01%
+100
7898
$2K ﹤0.01%
171
-1,453
7899
$2K ﹤0.01%
+208
7900
$2K ﹤0.01%
2,172
-3,060
314 315
316
317 318