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
7901
$2K ﹤0.01%
1
-1
7902
$2K ﹤0.01%
6,802
+109
7903
$2K ﹤0.01%
4,521
-822
7904
$2K ﹤0.01%
186
-1,800
7905
$2K ﹤0.01%
+173
7906
$2K ﹤0.01%
+1,914
7907
$2K ﹤0.01%
+109
7908
$2K ﹤0.01%
7,967
-17,689
7909
$2K ﹤0.01%
+6
7910
$2K ﹤0.01%
2,383
+1,101
7911
$2K ﹤0.01%
311
+56
7912
$2K ﹤0.01%
+1,760
7913
$2K ﹤0.01%
+62
7914
$2K ﹤0.01%
82
-116
7915
$2K ﹤0.01%
200
-7,913
7916
$2K ﹤0.01%
534
-486
7917
$2K ﹤0.01%
90
-236
7918
$2K ﹤0.01%
+52
7919
$2K ﹤0.01%
153
-4,004
7920
$2K ﹤0.01%
250
-10,626
7921
$2K ﹤0.01%
+1,525
7922
$2K ﹤0.01%
126
+51
7923
$2K ﹤0.01%
1,572
7924
$2K ﹤0.01%
13,818
+5,818
7925
$2K ﹤0.01%
1,938
-3,195
315 316
317
318 319