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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$707M 0.32%
2,664,607
-268,961
77
$688M 0.31%
15,198,963
+1,926,969
78
$681M 0.3%
18,783,268
-1,965,358
79
$673M 0.3%
4,757,972
-176,598
80
$669M 0.3%
5,657,672
+1,344,572
81
$651M 0.29%
2,721,682
-85,698
82
$645M 0.29%
26,278,786
+8,690,566
83
$621M 0.28%
9,536,300
-220,810
84
$618M 0.28%
4,663,452
+838,464
85
$611M 0.27%
8,125,065
+528,955
86
$606M 0.27%
2,163,050
-311,654
87
$603M 0.27%
4,537,541
+257,955
88
$570M 0.26%
5,010,546
-256,429
89
$557M 0.25%
4,571,432
-369,096
90
$549M 0.25%
1,542,017
-11,209
91
$542M 0.24%
5,505,300
-1,365,528
92
$536M 0.24%
3,784,721
+350,760
93
$528M 0.24%
11,318,638
+6,773,600
94
$525M 0.23%
9,401,870
-2,656,771
95
$511M 0.23%
5,566,108
-803,256
96
$498M 0.22%
3,832,641
-430,074
97
$497M 0.22%
4,448,176
-25,061
98
$496M 0.22%
3,956,018
-296,852
99
$483M 0.22%
2,998,212
+632,072
100
$464M 0.21%
5,376,883
-611,495
2 3
4
5 6