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
801
$33.6M 0.01%
978,640
+745,480
802
$33.3M 0.01%
1,120,582
-699,160
803
$33.2M 0.01%
64,288
-17,395
804
$33.1M 0.01%
677,365
+141,774
805
$33M 0.01%
819,909
+364,594
806
$32.9M 0.01%
429,816
+315,260
807
$32.9M 0.01%
238,106
-42,387
808
$32.7M 0.01%
693,311
+99,405
809
$32.7M 0.01%
1,972,662
-365,134
810
$32.5M 0.01%
1,122,282
-34,809
811
$32.5M 0.01%
1,458,999
-190,306
812
$32.4M 0.01%
3,386,917
+450,637
813
$32.4M 0.01%
484,632
+104,493
814
$32.3M 0.01%
678,473
-13,809
815
$32.2M 0.01%
561,697
-19,296
816
$32.2M 0.01%
1,274,886
+833,948
817
$32.2M 0.01%
570,794
+401,183
818
$31.8M 0.01%
1,231,929
-1,816,746
819
$31.6M 0.01%
183,149
-21,473
820
$31.6M 0.01%
277,366
-122,439
821
$31.3M 0.01%
917,245
-10,135
822
$31.3M 0.01%
823,336
+226,716
823
$31.2M 0.01%
506,967
-254,905
824
$31.1M 0.01%
104,629
-153
825
$31.1M 0.01%
1,318,028
+105,985
31 32
33
34 35