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
1151
$47.5M 0.01%
1,425,526
+69,578
1152
$47.4M 0.01%
1,819,279
-81,194
1153
$47.4M 0.01%
1,166,155
+18,719
1154
$47.4M 0.01%
1,962,912
+1,825,333
1155
$47.4M 0.01%
3,081,843
+1,017,500
1156
$47.4M 0.01%
3,484,459
+1,606,595
1157
$47.1M 0.01%
2,223,932
+1,737,017
1158
$47M 0.01%
952,154
-10,140
1159
$47M 0.01%
556,046
+418,397
1160
$47M 0.01%
1,454,274
+473,779
1161
$47M 0.01%
3,773,839
+1,350,495
1162
$46.9M 0.01%
2,312,823
+852,052
1163
$46.9M 0.01%
1,538,297
-8,413
1164
$46.8M 0.01%
593,607
+34,302
1165
$46.6M 0.01%
1,860,455
+159,251
1166
$46.6M 0.01%
1,107,438
+1,096,654
1167
$46.4M 0.01%
1,398,148
-60,536
1168
$46.3M 0.01%
1,787,031
+1,627,314
1169
$46.1M 0.01%
303,567
+29,668
1170
$46M 0.01%
666,545
+560,884
1171
$45.9M 0.01%
1,355,295
+176,918
1172
$45.9M 0.01%
1,095,278
+19,228
1173
$45.8M 0.01%
448,753
-4,220
1174
$45.8M 0.01%
476,831
+190,267
1175
$45.6M 0.01%
602,302
+533,962
45 46
47
48 49