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
101
$842M 0.19%
8,687,944
+722,981
102
$841M 0.19%
2,532,895
+328,506
103
$832M 0.19%
11,850,623
+2,737,008
104
$828M 0.19%
15,865,559
+138,630
105
$827M 0.19%
9,263,631
+1,491,819
106
$815M 0.18%
4,574,463
-9,513
107
$813M 0.18%
3,683,948
+620,805
108
$810M 0.18%
18,917,624
+4,411,416
109
$791M 0.18%
39,456,788
+11,714,178
110
$778M 0.17%
2,145,928
+286,847
111
$777M 0.17%
3,384,755
+156,198
112
$773M 0.17%
1,552,664
+17,132
113
$771M 0.17%
1,447,367
+110,745
114
$768M 0.17%
12,858,357
+2,003,715
115
$767M 0.17%
2,621,174
+221,922
116
$755M 0.17%
38,556,878
+5,554,460
117
$745M 0.17%
2,178,372
+670,299
118
$737M 0.17%
16,736,328
-140,673
119
$718M 0.16%
9,944,218
+2,380,238
120
$717M 0.16%
27,038,905
+3,795,376
121
$711M 0.16%
2,090,713
+803,293
122
$709M 0.16%
2,566,698
+51,518
123
$695M 0.16%
5,138,531
+1,310,678
124
$690M 0.15%
12,753,328
+2,182,755
125
$688M 0.15%
5,549,058
+994,945
3 4
5
6 7