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
926
$25.9M 0.01%
349,816
-11,609
927
$25.9M 0.01%
208,577
-39,578
928
$25.9M 0.01%
613,851
-25,421
929
$25.8M 0.01%
807,248
-748,282
930
$25.8M 0.01%
190,756
-60,753
931
$25.8M 0.01%
1,653,486
-69,230
932
$25.7M 0.01%
169,777
-149,773
933
$25.7M 0.01%
903,336
+5,164
934
$25.7M 0.01%
1,004,003
-341,481
935
$25.7M 0.01%
480,762
-139,949
936
$25.6M 0.01%
546,025
-135,975
937
$25.6M 0.01%
1,262,635
+1,177,601
938
$25.5M 0.01%
282,038
-19,989
939
$25.5M 0.01%
181,377
+58,312
940
$25.4M 0.01%
415,318
+161,112
941
$25.3M 0.01%
506,806
+110,846
942
$25.2M 0.01%
745,027
-129,475
943
$25.1M 0.01%
144,102
-112,822
944
$25.1M 0.01%
255,885
+8,635
945
$25.1M 0.01%
470,889
-9,450
946
$25M 0.01%
229,369
-159,143
947
$25M 0.01%
443,849
+21,647
948
$24.9M 0.01%
1,490,324
+183,305
949
$24.9M 0.01%
414,261
+3,540
950
$24.8M 0.01%
1,240,181
-1,220,213
36 37
38
39 40