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
801
$82.8M 0.02%
391,576
+26,769
802
$82.8M 0.02%
976,200
+546,589
803
$82.5M 0.02%
2,586,739
+2,272,055
804
$82.5M 0.02%
1,396,728
-177,841
805
$81.9M 0.02%
6,345,314
+5,088,490
806
$81.6M 0.02%
516,426
+453,738
807
$81.3M 0.02%
2,189,767
-279,974
808
$81.3M 0.02%
1,594,139
-18,557
809
$81M 0.02%
1,214,835
+343,638
810
$80.9M 0.02%
1,409,004
+564,050
811
$80.9M 0.02%
1,851,233
+1,507,420
812
$80.7M 0.02%
724,627
+642,992
813
$80.6M 0.02%
2,001,293
+195,889
814
$80.5M 0.02%
384,038
+324,919
815
$80.2M 0.02%
970,076
+702,458
816
$80M 0.02%
550,170
-32,659
817
$79.9M 0.02%
1,372,034
-104,678
818
$79.9M 0.02%
1,234,804
+997,893
819
$79.6M 0.02%
3,179,517
+25,372
820
$79.6M 0.02%
224,212
+122,754
821
$79.4M 0.02%
2,687,466
+745,744
822
$79.4M 0.02%
922,520
+305,496
823
$79.2M 0.02%
4,679,780
+4,563,517
824
$79M 0.02%
596,319
+587,261
825
$78.9M 0.02%
1,031,275
+471,588
31 32
33
34 35