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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$547M 0.31%
12,663,006
-2,009,916
77
$528M 0.3%
6,682,486
+514,460
78
$516M 0.29%
1,874,590
-118,612
79
$515M 0.29%
1,909,106
-308,920
80
$508M 0.29%
6,255,419
-116,473
81
$503M 0.29%
8,693,357
+96,771
82
$489M 0.28%
9,748,914
+1,132,575
83
$488M 0.28%
5,325,449
+1,504,927
84
$479M 0.27%
2,550,127
-705,368
85
$478M 0.27%
4,229,355
+502,403
86
$474M 0.27%
860,767
-64,856
87
$472M 0.27%
1,779,414
-1,214,439
88
$457M 0.26%
5,493,859
-362,230
89
$448M 0.26%
3,000,977
-151,014
90
$440M 0.25%
1,548,231
-158,617
91
$426M 0.24%
3,317,267
-152,687
92
$422M 0.24%
3,778,113
+219,939
93
$415M 0.24%
3,994,808
+73,206
94
$413M 0.24%
11,850,558
-1,154,591
95
$392M 0.22%
7,142,388
-453,854
96
$388M 0.22%
5,464,440
-428,464
97
$387M 0.22%
3,514,211
+539,098
98
$375M 0.21%
4,577,566
+1,358,920
99
$374M 0.21%
4,466,859
-70,587
100
$370M 0.21%
1,720,233
-245,184
2 3
4
5 6