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
826
$78.8M 0.02%
198,896
+142,171
827
$78.7M 0.02%
745,633
+133,779
828
$78.7M 0.02%
472,601
+417,002
829
$78.6M 0.02%
15,327,189
+14,184,582
830
$78.6M 0.02%
786,397
+112,140
831
$78.4M 0.02%
617,058
+24,524
832
$78.4M 0.02%
368,516
-16,729
833
$78.3M 0.02%
322,360
+312,295
834
$78.1M 0.02%
1,983,990
+1,310,402
835
$78M 0.02%
445,084
+154,903
836
$78M 0.02%
2,105,910
+340,250
837
$77.8M 0.02%
2,866,147
+2,363,243
838
$77.8M 0.02%
5,017,509
+1,169,430
839
$77.7M 0.02%
519,509
-96,048
840
$77.6M 0.02%
570,366
+323,333
841
$77.6M 0.02%
7,204,314
+3,796,844
842
$77.6M 0.02%
1,097,799
+539,470
843
$77.5M 0.02%
374,354
+55,942
844
$77.2M 0.02%
1,010,326
+132,203
845
$77M 0.02%
394,103
+93,612
846
$76.9M 0.02%
478,975
+21,608
847
$76.9M 0.02%
133,299
+56,799
848
$76.8M 0.02%
447,847
-9,484
849
$76.6M 0.02%
159,571
+21,320
850
$76.5M 0.02%
408,069
+181,732
32 33
34
35 36