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
876
$28.2M 0.01%
319,669
-8,337
877
$28.2M 0.01%
1,659,989
+78,783
878
$28.2M 0.01%
337,879
-223,218
879
$28.2M 0.01%
1,315,639
+466,013
880
$28.2M 0.01%
224,831
+65,907
881
$28.1M 0.01%
1,012,610
-205,659
882
$28M 0.01%
2,002,741
+454,546
883
$28M 0.01%
1,001,584
-84,110
884
$27.9M 0.01%
328,801
-112,440
885
$27.8M 0.01%
329,213
+5,355
886
$27.8M 0.01%
439,891
-375,462
887
$27.8M 0.01%
413,027
+126,540
888
$27.7M 0.01%
484,829
-10,922
889
$27.6M 0.01%
965,796
+110,617
890
$27.6M 0.01%
597,807
-331,311
891
$27.5M 0.01%
261,350
+38,498
892
$27.5M 0.01%
1,410,060
+382,098
893
$27.4M 0.01%
379,821
-304,106
894
$27.4M 0.01%
2,268,289
+1,997,559
895
$27.3M 0.01%
631,601
+82,054
896
$27.3M 0.01%
460,827
-85,386
897
$27.3M 0.01%
290,306
+27,094
898
$27.3M 0.01%
1,436,224
+187,527
899
$27.2M 0.01%
388,444
-288,663
900
$27.2M 0.01%
376,737
-450,860
34 35
36
37 38