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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
8301
– –
-357
8302
– –
-1,047
8303
– –
-2,636
8304
– –
0
8305
– –
-5
8306
– –
-1,225
8307
– –
-7,402
8308
– –
-93
8309
– –
-369
8310
– –
-943
8311
– –
-3
8312
– –
-56
8313
– –
-4
8314
– –
-661
8315
– –
0
8316
– –
-858
8317
– –
-41
8318
– –
-1,193
8319
– –
-204
8320
– –
-12
8321
$0 ﹤0.01%
1
8322
– –
-1,132
8323
– –
-3,035
8324
– –
-49
8325
$0 ﹤0.01%
24
331 332
333
334 335