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
1101
$51.5M 0.01%
307,600
+173,018
1102
$51.3M 0.01%
910,587
+524,319
1103
$51.1M 0.01%
9,631,095
+8,000,597
1104
$51.1M 0.01%
345,259
+264,436
1105
$51.1M 0.01%
112,207
+94,280
1106
$51M 0.01%
2,210,389
+1,866,772
1107
$51M 0.01%
1,830,285
+73,357
1108
$50.9M 0.01%
2,185,609
+1,530,905
1109
$50.7M 0.01%
517,836
-18,767
1110
$50.6M 0.01%
2,142,838
+988,069
1111
$50.6M 0.01%
899,269
-17,961
1112
$50.5M 0.01%
1,839,855
+753,062
1113
$50.4M 0.01%
4,165,279
+2,294,012
1114
$50.4M 0.01%
181,945
+127,642
1115
$50.4M 0.01%
337,369
+266,326
1116
$50.4M 0.01%
806,549
-91,903
1117
$50.1M 0.01%
212,683
+175,311
1118
$50M 0.01%
1,364,809
+1,062,417
1119
$50M 0.01%
10,596,637
+9,374,869
1120
$50M 0.01%
541,431
+221,618
1121
$50M 0.01%
2,507,715
+1,666,477
1122
$49.8M 0.01%
2,086,191
+331,750
1123
$49.8M 0.01%
3,263,657
+3,192,406
1124
$49.8M 0.01%
764,999
+86,479
1125
$49.6M 0.01%
303,809
-111,974
43 44
45
46 47