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
8651
– –
-56,733
8652
– –
-99
8653
– –
-82
8654
– –
-15
8655
– –
-5,398
8656
– –
-1,011
8657
– –
-160,072
8658
– –
-1,732,867
8659
– –
-45
8660
– –
-134
8661
– –
-1,846
8662
– –
-8,477
8663
– –
-131
8664
– –
-1,900
8665
– –
-85
8666
– –
-11
8667
– –
-7,966
8668
– –
-17,190
8669
– –
-116
8670
– –
-1,579
8671
– –
-974
8672
– –
-104
8673
– –
-8,119
8674
– –
-18,992
8675
– –
-53
345 346
347
348 349