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
1026
$20.8M 0.01%
410,571
-197,787
1027
$20.7M 0.01%
2,451,874
+51,480
1028
$20.7M 0.01%
465,942
-4,385
1029
$20.7M 0.01%
230,510
-147,299
1030
$20.6M 0.01%
47,350
-37,664
1031
$20.6M 0.01%
1,426,223
+239,046
1032
$20.5M 0.01%
931,747
+332,236
1033
$20.5M 0.01%
227,650
-100,802
1034
$20.5M 0.01%
545,563
+241,589
1035
$20.4M 0.01%
215,870
-74,174
1036
$20.4M 0.01%
512,331
-5,478
1037
$20.4M 0.01%
528,883
-494,123
1038
$20.3M 0.01%
573,519
+37,227
1039
$20.3M 0.01%
270,687
+64,671
1040
$20.3M 0.01%
172,141
-61,025
1041
$20.2M 0.01%
397,670
+44,725
1042
$20.2M 0.01%
958,429
-6,540
1043
$20.2M 0.01%
230,560
+12,000
1044
$20.2M 0.01%
663,863
+531,268
1045
$20.1M 0.01%
245,600
+79,047
1046
$20.1M 0.01%
302,000
+149,646
1047
$20.1M 0.01%
59,092
-10,112
1048
$20M 0.01%
673,841
-130,933
1049
$20M 0.01%
709,927
+27,141
1050
$19.9M 0.01%
111,242
-313,452
40 41
42
43 44