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
1326
$36.3M 0.01%
680,881
+187,090
1327
$36.3M 0.01%
206,820
+173,816
1328
$36.2M 0.01%
893,577
+269,012
1329
$36.2M 0.01%
321,429
+261,949
1330
$36.2M 0.01%
4,020,768
+3,045,550
1331
$36.2M 0.01%
707,730
+524,844
1332
$36.1M 0.01%
284,001
+216,244
1333
$36.1M 0.01%
120,558
+111,783
1334
$36M 0.01%
2,069,985
+977,585
1335
$36M 0.01%
476,721
+38,232
1336
$35.9M 0.01%
1,132,505
+301,943
1337
$35.9M 0.01%
355,818
-7,293
1338
$35.8M 0.01%
1,266,139
+1,073,620
1339
$35.8M 0.01%
608,405
+58,406
1340
$35.7M 0.01%
1,486,211
-36,586
1341
$35.4M 0.01%
814,185
+689,036
1342
$35.4M 0.01%
1,594,894
+156,981
1343
$35.1M 0.01%
2,078,605
+1,863,861
1344
$35M 0.01%
366,114
-186,984
1345
$35M 0.01%
331,552
-150,110
1346
$34.9M 0.01%
2,388,096
+2,243,001
1347
$34.8M 0.01%
5,040,846
+4,736,074
1348
$34.8M 0.01%
364,729
+31,892
1349
$34.8M 0.01%
375,477
+196,408
1350
$34.8M 0.01%
668,550
+31,123
52 53
54
55 56