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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04B 0.23%
2,951,454
+89,187
77
$1.03B 0.23%
9,078,742
+5,437,195
78
$1.03B 0.23%
8,937,447
-42,852
79
$1.03B 0.23%
9,084,250
+644,154
80
$995M 0.22%
4,691,285
+1,181,715
81
$983M 0.22%
11,261,304
+455,993
82
$976M 0.22%
4,060,426
+31,512
83
$956M 0.21%
2,256,806
+958,861
84
$951M 0.21%
7,868,182
+316,791
85
$939M 0.21%
9,247,949
+35,355
86
$939M 0.21%
11,155,751
+4,000,580
87
$936M 0.21%
4,403,211
+767,861
88
$932M 0.21%
12,462,459
+4,178,930
89
$930M 0.21%
23,265,446
+3,129,438
90
$917M 0.21%
1,886,043
+217,996
91
$914M 0.2%
5,619,667
+1,914,937
92
$909M 0.2%
4,277,574
+175,865
93
$904M 0.2%
6,861,166
+3,259,045
94
$903M 0.2%
7,164,657
+1,097,160
95
$899M 0.2%
8,076,947
-919,900
96
$893M 0.2%
14,796,585
+6,023,814
97
$882M 0.2%
11,665,490
+849,254
98
$878M 0.2%
2,777,926
+1,072,847
99
$875M 0.2%
11,564,724
+3,938,595
100
$870M 0.2%
9,539,106
+1,793,079
2 3
4
5 6