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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$31.1M 0.01%
429,066
+318,776
827
$30.9M 0.01%
177,238
+136,961
828
$30.9M 0.01%
431,075
+29,179
829
$30.8M 0.01%
1,402,794
+244,620
830
$30.8M 0.01%
2,109,542
-285,421
831
$30.8M 0.01%
474,261
-316,040
832
$30.7M 0.01%
1,157,819
-84,178
833
$30.7M 0.01%
1,394,199
+74,920
834
$30.6M 0.01%
1,212,452
+269,549
835
$30.6M 0.01%
377,446
+3,025
836
$30.6M 0.01%
1,254,640
+220,897
837
$30.6M 0.01%
223,229
-100,109
838
$30.5M 0.01%
621,218
-72,809
839
$30.5M 0.01%
1,318,207
-735,780
840
$30.4M 0.01%
537,705
+68,730
841
$30.4M 0.01%
103,460
+40,037
842
$30.4M 0.01%
253,928
-76,577
843
$30.4M 0.01%
85,626
+3,380
844
$30.4M 0.01%
440,600
-5,032,194
845
$30.3M 0.01%
735,173
-61,413
846
$30M 0.01%
300,469
-97,140
847
$30M 0.01%
72,437
-32,044
848
$29.9M 0.01%
205,102
-6,827
849
$29.8M 0.01%
791,376
+18,895
850
$29.8M 0.01%
689,475
+316,983
32 33
34
35 36