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
126
$382M 0.16%
4,909,677
+321,743
127
$377M 0.16%
7,493,198
+685,476
128
$375M 0.16%
1,473,293
+30,209
129
$375M 0.16%
913,310
+310,323
130
$370M 0.16%
1,065,467
+71,112
131
$368M 0.16%
1,616,218
-110,509
132
$367M 0.16%
6,064,247
-411,480
133
$367M 0.16%
4,707,894
+1,420,378
134
$366M 0.16%
4,599,787
+510,339
135
$366M 0.16%
7,549,374
+1,867,323
136
$366M 0.16%
3,640,961
+1,363,977
137
$365M 0.16%
3,334,753
+593,717
138
$363M 0.16%
1,452,383
+114,013
139
$362M 0.15%
8,565,115
-10,929
140
$360M 0.15%
3,494,292
-1,122,424
141
$360M 0.15%
3,279,528
-119,276
142
$360M 0.15%
4,604,191
+8,410
143
$357M 0.15%
859,574
-127,775
144
$357M 0.15%
9,525,670
+1,941,490
145
$350M 0.15%
1,221,021
-218,932
146
$348M 0.15%
1,278,401
-196,960
147
$348M 0.15%
6,516,628
+1,630,847
148
$346M 0.15%
2,612,626
-67,877
149
$344M 0.15%
9,351,001
-281,625
150
$343M 0.15%
3,306,552
+31,464
4 5
6
7 8