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
1376
$33.3M 0.01%
917,854
+578,761
1377
$33.3M 0.01%
613,938
+88,945
1378
$33.3M 0.01%
3,045,316
+2,529,687
1379
$33.3M 0.01%
809,467
+429,855
1380
$33.2M 0.01%
410,916
+372,493
1381
$33.2M 0.01%
15,565,240
+12,562,348
1382
$33.1M 0.01%
4,213,105
+202,793
1383
$33.1M 0.01%
507,860
+43,673
1384
$33.1M 0.01%
2,032,445
+231,801
1385
$33.1M 0.01%
298,466
+265,101
1386
$33.1M 0.01%
307,142
+45,099
1387
$33M 0.01%
1,389,204
+892,788
1388
$33M 0.01%
457,224
+256,015
1389
$33M 0.01%
2,148,665
+1,592,700
1390
$33M 0.01%
441,407
+363,946
1391
$32.9M 0.01%
594,810
+308,322
1392
$32.9M 0.01%
393,548
+32,417
1393
$32.9M 0.01%
608,802
+36,106
1394
$32.9M 0.01%
771,155
+136,138
1395
$32.8M 0.01%
81,076
+52,206
1396
$32.6M 0.01%
978,650
-20,736
1397
$32.6M 0.01%
516,661
+43,578
1398
$32.6M 0.01%
193,416
+140,401
1399
$32.6M 0.01%
977,920
+401,211
1400
$32.5M 0.01%
2,298,861
+466,188
54 55
56
57 58