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
8201
$371 ﹤0.01%
16
8202
$368 ﹤0.01%
+12
8203
$367 ﹤0.01%
30
-223
8204
$360 ﹤0.01%
15,654
+15,511
8205
$358 ﹤0.01%
2,983
-7,851
8206
$358 ﹤0.01%
+13
8207
$358 ﹤0.01%
1,084
+1,000
8208
$355 ﹤0.01%
16
8209
$354 ﹤0.01%
9,309
-30,460
8210
$351 ﹤0.01%
+2
8211
$346 ﹤0.01%
26
-4,180
8212
$338 ﹤0.01%
2,601
+1,590
8213
$333 ﹤0.01%
+1
8214
$330 ﹤0.01%
150
+112
8215
$326 ﹤0.01%
+2,839
8216
$326 ﹤0.01%
16,300
+14,349
8217
$325 ﹤0.01%
11
8218
$323 ﹤0.01%
+1
8219
$323 ﹤0.01%
+32
8220
$319 ﹤0.01%
+2,473
8221
$315 ﹤0.01%
240
-6,657
8222
$315 ﹤0.01%
145
+144
8223
$310 ﹤0.01%
38,776
-18,131
8224
$309 ﹤0.01%
+9
8225
$309 ﹤0.01%
+12
327 328
329
330 331