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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534M 0.32%
14,891,552
-346,984
77
$533M 0.32%
6,355,251
-27,274
78
$530M 0.32%
2,295,187
-12,418
79
$528M 0.32%
6,863,095
-71,183
80
$525M 0.32%
15,364,190
+149,312
81
$513M 0.31%
3,377,074
-225,692
82
$512M 0.31%
11,424,845
-3,460,943
83
$510M 0.31%
4,600,470
+542,030
84
$507M 0.31%
8,676,103
+2,941,546
85
$506M 0.31%
3,704,320
+64,661
86
$500M 0.3%
3,781,170
-199,953
87
$499M 0.3%
3,498,812
+2,223
88
$486M 0.29%
8,122,432
-722,267
89
$482M 0.29%
7,563,321
-1,331,405
90
$479M 0.29%
8,542,262
+921,976
91
$466M 0.28%
3,192,964
-572,274
92
$464M 0.28%
2,531,541
-33,588
93
$457M 0.28%
9,226,706
-541,461
94
$448M 0.27%
6,330,408
+381,608
95
$438M 0.27%
2,238,585
-6,198
96
$430M 0.26%
3,044,084
-1,803
97
$428M 0.26%
11,402,965
+2,584,710
98
$424M 0.26%
5,304,567
+266,425
99
$419M 0.25%
2,249,134
-130,337
100
$412M 0.25%
11,171,060
+61,332
2 3
4
5 6