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
8601
$2K ﹤0.01%
4
-7
8602
$2K ﹤0.01%
790
-20,920
8603
$2K ﹤0.01%
100
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8604
$2K ﹤0.01%
106
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8605
$2K ﹤0.01%
101
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8606
$2K ﹤0.01%
+8
8607
$2K ﹤0.01%
86
+73
8608
$2K ﹤0.01%
352
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8609
$2K ﹤0.01%
1,048
-1,417
8610
$2K ﹤0.01%
+14
8611
$2K ﹤0.01%
149
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8612
$2K ﹤0.01%
895
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8613
$2K ﹤0.01%
20
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8614
$2K ﹤0.01%
144
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8615
$2K ﹤0.01%
364
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8616
$2K ﹤0.01%
86
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8617
$2K ﹤0.01%
297
8618
$2K ﹤0.01%
3,256
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8619
$2K ﹤0.01%
+67
8620
$2K ﹤0.01%
950
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8621
$2K ﹤0.01%
+296
8622
$2K ﹤0.01%
82
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8623
$2K ﹤0.01%
+63
8624
$2K ﹤0.01%
+504
8625
$2K ﹤0.01%
90
-1,389
343 344
345
346 347