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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$23.1M 0.01%
1,578,954
-61,844
977
$23M 0.01%
2,227,693
-318,148
978
$23M 0.01%
489,443
-156,073
979
$23M 0.01%
2,384,759
+399,413
980
$23M 0.01%
504,080
-305
981
$23M 0.01%
625,755
-156,220
982
$23M 0.01%
187,031
-33,827
983
$23M 0.01%
358,792
-103,154
984
$23M 0.01%
950,121
+245,289
985
$22.9M 0.01%
541,682
-18,687
986
$22.9M 0.01%
200,994
-37,120
987
$22.9M 0.01%
257,132
-22,603
988
$22.9M 0.01%
333,496
+71,599
989
$22.5M 0.01%
597,748
-76,015
990
$22.5M 0.01%
969,126
+18,382
991
$22.1M 0.01%
50,968
+6,465
992
$22.1M 0.01%
230,544
+43,510
993
$22.1M 0.01%
934,388
-86,180
994
$22M 0.01%
647,963
-53,677
995
$21.9M 0.01%
594,642
-64,268
996
$21.9M 0.01%
140,681
-58,232
997
$21.8M 0.01%
2,600,079
-261,767
998
$21.8M 0.01%
303,894
+263,895
999
$21.8M 0.01%
203,769
-49,188
1000
$21.7M 0.01%
1,878,638
+467,158
38 39
40
41 42