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
1001
$21.7M 0.01%
254,193
-158,418
1002
$21.7M 0.01%
216,816
-4,301
1003
$21.6M 0.01%
183,259
+2,328
1004
$21.6M 0.01%
100,710
-132,382
1005
$21.6M 0.01%
97,158
-60,072
1006
$21.6M 0.01%
282,307
+13,680
1007
$21.6M 0.01%
15,698
-18,271
1008
$21.5M 0.01%
1,208,838
-183,054
1009
$21.5M 0.01%
394,784
-49,212
1010
$21.4M 0.01%
178,859
+67,206
1011
$21.4M 0.01%
214,100
-84,151
1012
$21.4M 0.01%
121,983
+45,815
1013
$21.4M 0.01%
1,587,809
+1,575,123
1014
$21.4M 0.01%
316,444
-237,400
1015
$21.2M 0.01%
731,296
-96,306
1016
$21.2M 0.01%
725,679
-80,194
1017
$21.2M 0.01%
111,641
+84,669
1018
$21.2M 0.01%
1,242,736
-1,174,719
1019
$21.1M 0.01%
225,246
-610
1020
$21.1M 0.01%
32,320
-2,327
1021
$21M 0.01%
178,046
-39,705
1022
$21M 0.01%
316,262
+93,635
1023
$20.9M 0.01%
707,173
-107,478
1024
$20.8M 0.01%
232,046
-5,742
1025
$20.8M 0.01%
884,310
-48,993
39 40
41
42 43