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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
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
8501
$2K ﹤0.01%
5,116
-700
8502
$2K ﹤0.01%
1,200
-1,535
8503
$2K ﹤0.01%
183
-488
8504
$2K ﹤0.01%
6,736
-1,980
8505
$2K ﹤0.01%
+3,775
8506
$2K ﹤0.01%
7,428
+6,269
8507
$2K ﹤0.01%
1,582
-3,018
8508
$2K ﹤0.01%
+7,975
8509
$2K ﹤0.01%
+200
8510
$2K ﹤0.01%
251
+151
8511
$2K ﹤0.01%
+6,745
8512
$2K ﹤0.01%
+179
8513
$2K ﹤0.01%
10,060
-9,100
8514
$2K ﹤0.01%
10,500
8515
$2K ﹤0.01%
7,794
-600
8516
$2K ﹤0.01%
17
-274
8517
$2K ﹤0.01%
5,261
+900
8518
$2K ﹤0.01%
217
8519
$2K ﹤0.01%
3,954
-1,025
8520
$2K ﹤0.01%
2,067
-5,596
8521
$2K ﹤0.01%
+6,221
8522
$2K ﹤0.01%
65
-213
8523
$2K ﹤0.01%
+191
8524
$2K ﹤0.01%
1,500
8525
$2K ﹤0.01%
8,241
+6,394
339 340
341
342 343