UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
9826
– –
-1
9827
– –
-2,014
9828
– –
-1,150
9829
– –
-905
9830
– –
-4,307
9831
– –
-102
9832
– –
-234
9833
– –
-203
9834
– –
-1,918
9835
– –
-1,789
9836
– –
-2,999
9837
– –
-2,003
9838
– –
-448
9839
– –
-78
9840
– –
-632
9841
– –
-1,007
9842
– –
-261
9843
– –
-250
9844
– –
-1,233
9845
– –
-140
9846
– –
-38
9847
$0 ﹤0.01%
16
-180
9848
$0 ﹤0.01%
+11
9849
– –
-9,179
9850
– –
-583
392 393
394
395 396