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
8426
$40 ﹤0.01%
+10
8427
$40 ﹤0.01%
43
-1,075
8428
$40 ﹤0.01%
+1,150
8429
$40 ﹤0.01%
+281
8430
$38 ﹤0.01%
1
-1,266
8431
$37 ﹤0.01%
4,562
-22,433
8432
$37 ﹤0.01%
4,667
-43,109
8433
$36 ﹤0.01%
+124
8434
$36 ﹤0.01%
+142
8435
$36 ﹤0.01%
3
-6,244
8436
$36 ﹤0.01%
3
-20
8437
$35 ﹤0.01%
2,666
+1,805
8438
$35 ﹤0.01%
71
-10,572
8439
$35 ﹤0.01%
1
8440
$34 ﹤0.01%
+1,870
8441
$34 ﹤0.01%
1
8442
$34 ﹤0.01%
1,138
-413
8443
$33 ﹤0.01%
51
8444
$33 ﹤0.01%
1,668
+1,663
8445
$32 ﹤0.01%
2
8446
$32 ﹤0.01%
1
-548
8447
$30 ﹤0.01%
+500
8448
$30 ﹤0.01%
+1
8449
$30 ﹤0.01%
1
8450
$30 ﹤0.01%
17
-1,613
336 337
338
339 340