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
1651
$7.41M ﹤0.01%
173,446
+26,404
1652
$7.4M ﹤0.01%
271,581
-16,965,731
1653
$7.39M ﹤0.01%
139,534
-66,865
1654
$7.39M ﹤0.01%
115,942
-4,078
1655
$7.37M ﹤0.01%
211,140
+130,000
1656
$7.36M ﹤0.01%
105,973
-12,879
1657
$7.34M ﹤0.01%
30,202
+726
1658
$7.34M ﹤0.01%
126,349
-99,159
1659
$7.33M ﹤0.01%
159,326
+4,310
1660
$7.3M ﹤0.01%
131,298
-10,816
1661
$7.29M ﹤0.01%
576,738
-2,205,138
1662
$7.29M ﹤0.01%
118,695
+71,587
1663
$7.28M ﹤0.01%
266,509
-44,713
1664
$7.24M ﹤0.01%
15,516
-5,060
1665
$7.22M ﹤0.01%
485,081
-206,345
1666
$7.21M ﹤0.01%
99,179
-15,969
1667
$7.19M ﹤0.01%
282,612
+271,981
1668
$7.19M ﹤0.01%
371,991
+133,179
1669
$7.15M ﹤0.01%
27,718
-6,858
1670
$7.14M ﹤0.01%
153,124
+65,084
1671
$7.12M ﹤0.01%
263,019
+773
1672
$7.12M ﹤0.01%
577,771
-53,015
1673
$7.1M ﹤0.01%
95,690
+1,708
1674
$7.1M ﹤0.01%
8,380
-8,141
1675
$7.1M ﹤0.01%
106,132
-36,741
65 66
67
68 69