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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7976
$1.29K ﹤0.01%
48
-6
7977
$1.29K ﹤0.01%
+56
7978
$1.28K ﹤0.01%
57
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7979
$1.28K ﹤0.01%
2,667
-75
7980
$1.28K ﹤0.01%
+27
7981
$1.27K ﹤0.01%
33
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7982
$1.27K ﹤0.01%
384
-12,301
7983
$1.26K ﹤0.01%
137
+46
7984
$1.26K ﹤0.01%
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7985
$1.26K ﹤0.01%
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$1.25K ﹤0.01%
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7987
$1.24K ﹤0.01%
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7988
$1.24K ﹤0.01%
42
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7989
$1.22K ﹤0.01%
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$1.22K ﹤0.01%
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$1.21K ﹤0.01%
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$1.21K ﹤0.01%
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$1.2K ﹤0.01%
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$1.2K ﹤0.01%
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$1.2K ﹤0.01%
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$1.19K ﹤0.01%
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7997
$1.19K ﹤0.01%
+74
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$1.17K ﹤0.01%
6,903
-1,973
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$1.17K ﹤0.01%
129
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8000
$1.17K ﹤0.01%
+52
318 319
320
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