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
1301
$12.8M 0.01%
261,256
+17,649
1302
$12.8M 0.01%
292,306
-2,005
1303
$12.8M 0.01%
203,432
+13,542
1304
$12.7M 0.01%
510,512
+175,050
1305
$12.7M 0.01%
188,233
-2,580
1306
$12.7M 0.01%
46,471
-6,456
1307
$12.7M 0.01%
783,639
-80,534
1308
$12.7M 0.01%
175,178
-20,554
1309
$12.6M 0.01%
490,531
-349,516
1310
$12.6M 0.01%
631,393
+294,786
1311
$12.6M 0.01%
844,211
+591,632
1312
$12.6M 0.01%
381,258
-46,831
1313
$12.5M 0.01%
68,642
+19,248
1314
$12.5M 0.01%
148,696
+40,566
1315
$12.5M 0.01%
275,644
-184,638
1316
$12.5M 0.01%
81,443
-18,212
1317
$12.5M 0.01%
353,081
+133,149
1318
$12.5M 0.01%
228,937
+8,747
1319
$12.5M 0.01%
188,646
+116,014
1320
$12.5M 0.01%
643,894
+123,790
1321
$12.5M 0.01%
351,369
+466
1322
$12.4M 0.01%
239,513
-127,917
1323
$12.4M 0.01%
450,184
-9,002
1324
$12.4M 0.01%
105,695
+55,927
1325
$12.4M 0.01%
315,748
-153,740
51 52
53
54 55