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
8401
$52 ﹤0.01%
31
+27
8402
$52 ﹤0.01%
+2
8403
$50 ﹤0.01%
2
8404
$49 ﹤0.01%
5
8405
$49 ﹤0.01%
8
-1,489
8406
$49 ﹤0.01%
37
-2,073
8407
$48 ﹤0.01%
+40
8408
$48 ﹤0.01%
40
8409
$48 ﹤0.01%
9
+1
8410
$48 ﹤0.01%
+1
8411
$48 ﹤0.01%
2,667
+1,542
8412
$47 ﹤0.01%
1
-126
8413
$46 ﹤0.01%
4,142
-100
8414
$46 ﹤0.01%
1,029
-25,575
8415
$46 ﹤0.01%
17
-104
8416
$46 ﹤0.01%
+4
8417
$45 ﹤0.01%
+1,500
8418
$45 ﹤0.01%
+4
8419
$45 ﹤0.01%
600
8420
$44 ﹤0.01%
2
-449
8421
$42 ﹤0.01%
25
-738
8422
$41 ﹤0.01%
2,570
-429
8423
$41 ﹤0.01%
94
-106
8424
$40 ﹤0.01%
1,658
+1,181
8425
$40 ﹤0.01%
22
335 336
337
338 339