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
101
$493M 0.21%
3,598,754
+575,158
102
$475M 0.2%
6,083,058
-40,670
103
$470M 0.2%
2,198,088
-134,434
104
$469M 0.2%
5,430,170
+2,334,116
105
$467M 0.2%
6,401,253
-1,093,879
106
$467M 0.2%
7,440,518
+335,112
107
$460M 0.2%
4,602,631
-299,573
108
$458M 0.2%
865
-4
109
$457M 0.2%
25,471,344
-68,964
110
$449M 0.19%
25,173,817
-2,151,398
111
$438M 0.19%
2,287,766
-318,942
112
$435M 0.19%
13,620,428
+6,780,764
113
$435M 0.19%
2,049,435
+50,304
114
$433M 0.19%
9,480,405
-749,340
115
$432M 0.18%
3,280,571
+322,798
116
$429M 0.18%
2,111,402
-85,183
117
$419M 0.18%
5,022,350
+503,485
118
$410M 0.18%
5,291,813
-458,250
119
$400M 0.17%
3,307,973
+116,122
120
$398M 0.17%
4,813,491
-197,945
121
$397M 0.17%
2,406,091
+844,009
122
$396M 0.17%
3,047,770
-386,857
123
$392M 0.17%
6,814,679
+237,390
124
$387M 0.17%
4,179,358
-214,476
125
$386M 0.16%
1,849,082
-2,797
3 4
5
6 7