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
151
$339M 0.14%
6,553,377
-687,877
152
$338M 0.14%
5,955,521
-91,269
153
$335M 0.14%
1,014,667
-201,300
154
$332M 0.14%
677,811
-79,105
155
$328M 0.14%
1,862,344
+225,633
156
$326M 0.14%
3,267,741
+38,579
157
$323M 0.14%
1,137,351
-62,288
158
$321M 0.14%
2,779,416
-1,126,429
159
$321M 0.14%
2,857,788
+298,027
160
$319M 0.14%
1,705,024
-239,056
161
$313M 0.13%
2,382,425
-384,433
162
$307M 0.13%
27,428,964
+1,626,318
163
$307M 0.13%
1,377,129
+29,835
164
$305M 0.13%
3,248,015
-399,595
165
$300M 0.13%
1,263,110
+128,697
166
$299M 0.13%
5,041,306
+2,801,574
167
$294M 0.13%
2,497,985
-362,168
168
$291M 0.12%
1,943,889
-67,015
169
$289M 0.12%
5,251,834
+65,129
170
$289M 0.12%
5,640,415
+870,478
171
$288M 0.12%
1,152,511
-157,963
172
$285M 0.12%
2,103,600
+1,022,506
173
$282M 0.12%
10,945,152
-935,591
174
$282M 0.12%
2,081,346
-368,555
175
$281M 0.12%
5,228,480
+1,414,940
5 6
7
8 9