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
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$496M 0.3%
12,344,994
+1,580,966
77
$495M 0.3%
11,992,844
-1,196,664
78
$494M 0.3%
3,431,821
-414,604
79
$483M 0.29%
73,252,520
-4,307,880
80
$482M 0.29%
6,325,191
+764,906
81
$480M 0.29%
4,164,747
-593,113
82
$480M 0.29%
8,087,464
+762,010
83
$478M 0.29%
4,819,615
-802,781
84
$477M 0.29%
1,083,671
-211,356
85
$473M 0.29%
2,736,676
-737,919
86
$460M 0.28%
4,924,541
+1,322,106
87
$460M 0.28%
2,785,487
-468,314
88
$456M 0.28%
4,716,827
-997,413
89
$450M 0.27%
5,204,590
-1,636,262
90
$437M 0.27%
7,845,175
-2,318,074
91
$437M 0.27%
6,644,569
-828,579
92
$435M 0.27%
5,381,540
-1,068,781
93
$435M 0.27%
3,418,224
-390,730
94
$429M 0.26%
3,527,568
-714,815
95
$424M 0.26%
4,928,945
-887,880
96
$409M 0.25%
10,886,580
-175,826
97
$395M 0.24%
10,392,700
+641,714
98
$388M 0.24%
3,360,849
-51,958
99
$383M 0.23%
8,014,067
-1,219,268
100
$383M 0.23%
3,233,837
-82,517
2 3
4
5 6