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
851
$76.5M 0.02%
1,029,014
+299,431
852
$76.5M 0.02%
1,387,132
+735,021
853
$76.3M 0.02%
1,123,367
+44,799
854
$76.2M 0.02%
2,908,999
-109,336
855
$75.7M 0.02%
760,799
+557,405
856
$75.7M 0.02%
1,826,510
+1,618,113
857
$75.6M 0.02%
1,337,319
+662,887
858
$75.6M 0.02%
3,404,314
+2,465,655
859
$75.5M 0.02%
562,242
+34,741
860
$75.3M 0.02%
309,533
+103,313
861
$75.2M 0.02%
233,617
+21,089
862
$75.1M 0.02%
485,861
+58,921
863
$75.1M 0.02%
2,594,188
+1,423,751
864
$74.8M 0.02%
1,539,012
+331,670
865
$74.5M 0.02%
593,552
+417,867
866
$74.3M 0.02%
588,978
+220,252
867
$74.1M 0.02%
2,332,057
+1,649,211
868
$74.1M 0.02%
830,935
-11,864
869
$74.1M 0.02%
2,705,099
+44,794
870
$74M 0.02%
4,179,815
+27,130
871
$73.9M 0.02%
513,124
+30,569
872
$73.9M 0.02%
3,440,159
+3,254,085
873
$73.8M 0.02%
5,254,518
+4,141,435
874
$73.8M 0.02%
6,402,061
+1,514,921
875
$73.7M 0.02%
296,262
+236,415
33 34
35
36 37