UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
7901
$2K ﹤0.01%
2,063
+1,788
7902
$2K ﹤0.01%
+1,144
7903
$2K ﹤0.01%
172
-994
7904
$2K ﹤0.01%
+50
7905
$2K ﹤0.01%
+2,639
7906
$2K ﹤0.01%
+3,853
7907
$2K ﹤0.01%
+2,126
7908
$2K ﹤0.01%
2,349
-665
7909
$2K ﹤0.01%
2,053
-2,970
7910
$2K ﹤0.01%
+2,087
7911
$2K ﹤0.01%
+2,327
7912
$2K ﹤0.01%
10,972
+7,586
7913
$2K ﹤0.01%
2,468
-2,279
7914
$2K ﹤0.01%
+1,979
7915
$2K ﹤0.01%
3
7916
$2K ﹤0.01%
80
-10,066
7917
$2K ﹤0.01%
206
-3,854
7918
$2K ﹤0.01%
94
-3,294
7919
$2K ﹤0.01%
+283
7920
$2K ﹤0.01%
141
-73,873
7921
$2K ﹤0.01%
+8,156
7922
$2K ﹤0.01%
155
-2,481
7923
$2K ﹤0.01%
51
-299
7924
$2K ﹤0.01%
801
+774
7925
$2K ﹤0.01%
22
-93
315 316
317
318 319