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
8526
$2K ﹤0.01%
+7,975
8527
$2K ﹤0.01%
+200
8528
$2K ﹤0.01%
251
+151
8529
$2K ﹤0.01%
+6,745
8530
$2K ﹤0.01%
+179
8531
$2K ﹤0.01%
10,060
-9,100
8532
$2K ﹤0.01%
10,500
8533
$2K ﹤0.01%
7,794
-600
8534
$2K ﹤0.01%
17
-274
8535
$2K ﹤0.01%
5,261
+900
8536
$2K ﹤0.01%
217
8537
$2K ﹤0.01%
3,954
-1,025
8538
$2K ﹤0.01%
2,067
-5,596
8539
$2K ﹤0.01%
+6,221
8540
$2K ﹤0.01%
65
-213
8541
$2K ﹤0.01%
+191
8542
$2K ﹤0.01%
1,500
8543
$2K ﹤0.01%
8,241
+6,394
8544
$2K ﹤0.01%
144
+134
8545
$2K ﹤0.01%
2,734
+1,180
8546
$2K ﹤0.01%
60
-10
8547
$2K ﹤0.01%
+1,000
8548
$2K ﹤0.01%
133
-50,504
8549
$2K ﹤0.01%
4,437
+100
8550
$2K ﹤0.01%
+12,414
340 341
342
343 344