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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$358M 0.18%
5,767,370
-1,083,888
127
$357M 0.18%
5,084,068
-452,849
128
$353M 0.17%
12,651,297
+1,604,867
129
$353M 0.17%
1,616,512
-101,188
130
$353M 0.17%
2,465,778
+1,212,318
131
$351M 0.17%
6,905,218
+1,642,845
132
$350M 0.17%
4,229,594
+102,474
133
$347M 0.17%
11,294,025
-1,315,470
134
$342M 0.17%
1,230,891
+76,652
135
$341M 0.17%
2,209,465
-24,518
136
$340M 0.17%
1,664,235
+13,339
137
$339M 0.17%
3,636,685
-136,755
138
$337M 0.17%
2,993,891
+24,909
139
$335M 0.17%
12,573,540
+590,708
140
$332M 0.16%
24,732,912
+1,828,920
141
$314M 0.16%
11,223,325
+9,087,262
142
$312M 0.15%
4,155,703
+532,716
143
$311M 0.15%
2,325,590
+440,663
144
$311M 0.15%
6,738,195
+94,202
145
$306M 0.15%
3,964,906
+416,374
146
$305M 0.15%
3,668,647
+411,780
147
$304M 0.15%
2,242,345
-123,858
148
$303M 0.15%
3,732,046
-284,883
149
$301M 0.15%
8,765,605
-410,777
150
$291M 0.14%
3,776,331
-1,394,521
4 5
6
7 8