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
8301
$150 ﹤0.01%
7
-41
8302
$147 ﹤0.01%
2,627
-340
8303
$146 ﹤0.01%
10
-143
8304
$145 ﹤0.01%
141
-17,388
8305
$145 ﹤0.01%
969
8306
$142 ﹤0.01%
2,835
+2,635
8307
$142 ﹤0.01%
2
-3
8308
$140 ﹤0.01%
132
-1,702
8309
$140 ﹤0.01%
2,335
-5,000
8310
$139 ﹤0.01%
8
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8311
$137 ﹤0.01%
5
8312
$136 ﹤0.01%
79
+28
8313
$136 ﹤0.01%
+2,675
8314
$136 ﹤0.01%
6
-28
8315
$136 ﹤0.01%
5
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8316
$134 ﹤0.01%
2,670
-4,956
8317
$134 ﹤0.01%
1
-309
8318
$132 ﹤0.01%
529
8319
$130 ﹤0.01%
+8
8320
$129 ﹤0.01%
12
8321
$129 ﹤0.01%
50
8322
$128 ﹤0.01%
12
-7
8323
$127 ﹤0.01%
8,449
-1,133
8324
$126 ﹤0.01%
5
8325
$126 ﹤0.01%
+5
331 332
333
334 335