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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$35.5M 0.02%
517,946
+2,061
777
$35.4M 0.02%
64,925
-26,483
778
$35.4M 0.02%
176,383
+18,379
779
$35.4M 0.02%
637,068
-29,596
780
$35.3M 0.02%
337,501
-22,127
781
$35.2M 0.02%
181,425
+24,876
782
$35.2M 0.02%
1,514,076
+339,437
783
$35.1M 0.02%
1,434,120
-162,670
784
$35M 0.02%
301,765
-31,300
785
$34.8M 0.01%
644,282
+232,303
786
$34.8M 0.01%
431,321
-5,141
787
$34.8M 0.01%
925,664
-83,122
788
$34.7M 0.01%
1,314,473
+26,612
789
$34.7M 0.01%
1,062,325
+23,369
790
$34.6M 0.01%
209,961
+42,318
791
$34.5M 0.01%
253,718
+39,563
792
$34.5M 0.01%
866,431
-21,208
793
$34.5M 0.01%
302,626
+130,411
794
$34.4M 0.01%
840,326
+537,196
795
$34.1M 0.01%
3,776,079
+153,681
796
$34.1M 0.01%
580,890
-309,794
797
$34M 0.01%
658,217
+22,700
798
$33.9M 0.01%
771,059
+41,452
799
$33.9M 0.01%
451,340
-55,932
800
$33.8M 0.01%
674,746
-44,637
30 31
32
33 34