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
1476
$29.3M 0.01%
455,899
+194,857
1477
$29.2M 0.01%
4,751,474
+4,538,413
1478
$29.1M 0.01%
1,283,018
+38,507
1479
$29.1M 0.01%
1,013,891
+927,357
1480
$29.1M 0.01%
614,954
+509,047
1481
$28.9M 0.01%
3,590,889
+3,314,871
1482
$28.9M 0.01%
1,430,664
+80,847
1483
$28.9M 0.01%
1,047,429
+921,375
1484
$28.8M 0.01%
1,142,426
-5,497
1485
$28.8M 0.01%
1,572,341
+400,309
1486
$28.8M 0.01%
1,446,591
+1,277,560
1487
$28.8M 0.01%
1,328,583
+1,318,310
1488
$28.7M 0.01%
106,419
-33,694
1489
$28.6M 0.01%
662,550
-5,940
1490
$28.6M 0.01%
471,992
+438,925
1491
$28.6M 0.01%
6,315,877
+2,172,551
1492
$28.6M 0.01%
502,394
+261
1493
$28.4M 0.01%
326,251
+261,758
1494
$28.4M 0.01%
1,430,464
+850,820
1495
$28.3M 0.01%
342,245
+155,467
1496
$28.3M 0.01%
828,995
+597,505
1497
$28.2M 0.01%
575,721
+8,927
1498
$28.2M 0.01%
1,058,097
+960,766
1499
$28.2M 0.01%
805,852
+78,642
1500
$28.2M 0.01%
66,848
+58,711
58 59
60
61 62