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
851
$29.8M 0.01%
92,361
-14,466
852
$29.8M 0.01%
2,268,158
-254,169
853
$29.7M 0.01%
354,807
-54,956
854
$29.4M 0.01%
62,308
+5,571
855
$29.4M 0.01%
775,329
-88,892
856
$29.3M 0.01%
450,916
-4,372,477
857
$29.3M 0.01%
5,369,741
-703,265
858
$29.2M 0.01%
1,182,727
-103,957
859
$29.2M 0.01%
171,034
-163,839
860
$29.2M 0.01%
579,391
+435,731
861
$29.1M 0.01%
420,596
-248,917
862
$29M 0.01%
219,515
-227,748
863
$29M 0.01%
309,975
+1,748
864
$29M 0.01%
969,572
+121,749
865
$29M 0.01%
513,098
+53,184
866
$28.9M 0.01%
438,788
-88,127
867
$28.9M 0.01%
317,659
-46,228
868
$28.8M 0.01%
152,191
+148,494
869
$28.7M 0.01%
1,253,965
-47,098
870
$28.5M 0.01%
357,051
+88,380
871
$28.4M 0.01%
349,091
-22
872
$28.4M 0.01%
878,895
-72,410
873
$28.4M 0.01%
1,192,159
+298,058
874
$28.4M 0.01%
1,990,197
-77,209
875
$28.2M 0.01%
226,415
+85,641
33 34
35
36 37