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
776
$35.2M 0.02%
983,468
-155,528
777
$35.2M 0.02%
3,162,113
+291,980
778
$35.2M 0.02%
1,290,325
+52,853
779
$35.1M 0.02%
334,175
-20,844
780
$35.1M 0.02%
427,080
+230,940
781
$34.9M 0.02%
142,333
-8,639
782
$34.8M 0.02%
337,782
-19,220
783
$34.8M 0.02%
1,915,761
+47,978
784
$34.8M 0.02%
577,962
-7,992
785
$34.6M 0.02%
495,164
-18,605
786
$34.6M 0.02%
953,207
+123,505
787
$34.5M 0.02%
435,754
+186,790
788
$34.5M 0.02%
377,729
+3,612
789
$34.5M 0.02%
69,225
-2,459
790
$34.4M 0.02%
1,395,977
+253,000
791
$34.2M 0.02%
285,604
+3,980
792
$34.2M 0.02%
1,082,801
+367,952
793
$34.2M 0.02%
445,459
+20,091
794
$34M 0.02%
1,347,189
-181,617
795
$34M 0.02%
1,525,106
-87,252
796
$33.9M 0.02%
398,473
-76,977
797
$33.9M 0.02%
1,367,941
+183,068
798
$33.9M 0.02%
809,377
-205,909
799
$33.7M 0.02%
483,939
+153,458
800
$33.6M 0.02%
1,796,933
-1,126,379
30 31
32
33 34