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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$411M 0.25%
13,906,718
-1,613,630
102
$408M 0.25%
4,306,909
-16,250
103
$406M 0.25%
5,008,048
+508,590
104
$402M 0.24%
5,854,266
-764,003
105
$399M 0.24%
3,600,955
-94,236
106
$394M 0.24%
3,065,976
+102,529
107
$391M 0.24%
2,551,675
+2,059,528
108
$391M 0.24%
2,630,610
-317,004
109
$390M 0.24%
1,194,727
-24,477
110
$390M 0.24%
6,680,605
+666,753
111
$385M 0.23%
5,065,661
-317,824
112
$383M 0.23%
7,265,808
+99,142
113
$376M 0.23%
4,603,821
-250,111
114
$376M 0.23%
5,931,259
-125,383
115
$370M 0.22%
15,236,950
+6,887,780
116
$366M 0.22%
6,642,315
-508,967
117
$358M 0.22%
3,316,468
+46,595
118
$358M 0.22%
2,579,008
-66,681
119
$353M 0.21%
2,906,059
-160,001
120
$353M 0.21%
4,306,105
-99,320
121
$351M 0.21%
13,478,823
-1,220,159
122
$351M 0.21%
12,635,827
-1,308,201
123
$351M 0.21%
2,922,288
-82,928
124
$349M 0.21%
5,586,103
-800,653
125
$345M 0.21%
77,086,360
+11,542,160
3 4
5
6 7