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
1626
$7.64M ﹤0.01%
13,882
+11,913
1627
$7.64M ﹤0.01%
81,273
+6,936
1628
$7.63M ﹤0.01%
507,759
+48,915
1629
$7.62M ﹤0.01%
40,636
-19,025
1630
$7.57M ﹤0.01%
160,975
-269,789
1631
$7.57M ﹤0.01%
286,345
-1,475,358
1632
$7.56M ﹤0.01%
158,997
-88,209
1633
$7.55M ﹤0.01%
141,641
+8,514
1634
$7.54M ﹤0.01%
177,926
+123,630
1635
$7.53M ﹤0.01%
316,978
+280,997
1636
$7.53M ﹤0.01%
134,169
+87,046
1637
$7.5M ﹤0.01%
120,055
-7,586
1638
$7.5M ﹤0.01%
134,948
-49,718
1639
$7.49M ﹤0.01%
1,185,098
-384,649
1640
$7.47M ﹤0.01%
94,456
-53,437
1641
$7.46M ﹤0.01%
124,541
+27,587
1642
$7.46M ﹤0.01%
152,910
-14,282
1643
$7.45M ﹤0.01%
221,570
+30
1644
$7.45M ﹤0.01%
201,201
+7,612
1645
$7.44M ﹤0.01%
132,935
-101,258
1646
$7.43M ﹤0.01%
68,784
-110,824
1647
$7.43M ﹤0.01%
77,270
-105,033
1648
$7.43M ﹤0.01%
435,460
+41,338
1649
$7.41M ﹤0.01%
120,105
-44,951
1650
$7.41M ﹤0.01%
1,259,913
-165,664
64 65
66
67 68