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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$656M 0.32%
7,636,932
-50,341
77
$638M 0.32%
1,887,501
+225,727
78
$625M 0.31%
14,460,439
-167,595
79
$624M 0.31%
25,939,642
+213,843
80
$620M 0.31%
25,739,064
+4,895,118
81
$619M 0.31%
10,718,428
-593,436
82
$614M 0.3%
1,089,877
+88,690
83
$599M 0.3%
5,070,252
+379,441
84
$596M 0.29%
2,345,264
+84,739
85
$590M 0.29%
14,949,956
-1,417,230
86
$587M 0.29%
16,321,749
+5,062,452
87
$580M 0.29%
6,703,741
-736,386
88
$578M 0.29%
6,652,204
-99,529
89
$575M 0.28%
15,778,980
-424,710
90
$570M 0.28%
4,920,758
-20,347
91
$565M 0.28%
3,959,093
+56,457
92
$549M 0.27%
9,561,939
-1,033,960
93
$545M 0.27%
4,753,051
-205,475
94
$542M 0.27%
5,141,541
+748,794
95
$540M 0.27%
4,270,321
+585,135
96
$538M 0.27%
8,447,094
-453,443
97
$530M 0.26%
2,224,335
-363,657
98
$505M 0.25%
3,283,525
-97,046
99
$495M 0.24%
4,581,902
+1,427,697
100
$489M 0.24%
21,637,428
+17,488,740
2 3
4
5 6