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
1251
$40M 0.01%
631,894
+18,442
1252
$39.8M 0.01%
109,811
-101,131
1253
$39.8M 0.01%
399,843
+283,708
1254
$39.8M 0.01%
964,249
+494,432
1255
$39.8M 0.01%
2,933,089
+2,350,864
1256
$39.6M 0.01%
872,878
-47,316
1257
$39.5M 0.01%
222,073
+142,348
1258
$39.5M 0.01%
1,112,054
+12,140
1259
$39.4M 0.01%
1,857,219
+1,845,383
1260
$39.4M 0.01%
460,901
+214,313
1261
$39.4M 0.01%
5,886,158
+4,751,012
1262
$39.4M 0.01%
515,751
+407,000
1263
$39.3M 0.01%
616,715
+8,606
1264
$39.3M 0.01%
729,030
-15,618
1265
$39.2M 0.01%
277,814
+231,087
1266
$39.2M 0.01%
1,424,486
-77,465
1267
$39.2M 0.01%
681,203
+558,542
1268
$39.2M 0.01%
865,102
+78,562
1269
$39.1M 0.01%
2,038,459
+1,566,881
1270
$39M 0.01%
4,851,757
+4,326,403
1271
$38.9M 0.01%
747,634
+676,817
1272
$38.9M 0.01%
786,330
+704,840
1273
$38.9M 0.01%
233,199
+47,112
1274
$38.9M 0.01%
2,789,530
+2,569,336
1275
$38.8M 0.01%
398,720
+276,956
49 50
51
52 53