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
151
$289M 0.14%
2,281,413
+1,106,915
152
$288M 0.14%
899
+708
153
$285M 0.14%
1,364,582
+570,117
154
$285M 0.14%
1,359,348
+162,245
155
$284M 0.14%
1,906,819
+725,477
156
$284M 0.14%
1,222,899
+40,755
157
$284M 0.14%
3,470,509
-307,102
158
$283M 0.14%
3,277,894
-267,172
159
$281M 0.14%
5,572,834
+116,069
160
$279M 0.14%
2,406,384
-188,993
161
$278M 0.14%
1,373,170
-48,573
162
$272M 0.13%
3,402,823
+3,070,664
163
$266M 0.13%
8,448,678
-241,362
164
$266M 0.13%
3,322,255
+56,550
165
$262M 0.13%
2,147,352
-182,530
166
$259M 0.13%
5,366,278
+1,529,035
167
$257M 0.13%
7,057,792
+1,920,295
168
$254M 0.13%
2,283,812
+245,204
169
$254M 0.13%
8,554,892
+2,884,180
170
$250M 0.12%
736,751
-29,991
171
$250M 0.12%
3,894,381
-289,363
172
$249M 0.12%
1,493,865
-91,001
173
$247M 0.12%
4,153,747
+137,832
174
$245M 0.12%
16,333,004
+317,506
175
$243M 0.12%
1,453,841
+207,683
5 6
7
8 9