UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164B
AUM Growth
-$63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,666
New
Increased
Reduced
Closed

Top Buys

1
+$834M
2
+$559M
3
+$557M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$459M
5
STLA icon
Stellantis
STLA
+$454M

Top Sells

1
+$828M
2
+$800M
3
+$654M
4
BA icon
Boeing
BA
+$592M
5
JPM icon
JPMorgan Chase
JPM
+$416M

Sector Composition

1 Technology 13.44%
2 Healthcare 8.93%
3 Financials 7.5%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$3.35M ﹤0.01%
186,963
+24,925
1777
$3.35M ﹤0.01%
33,251
-63,993
1778
$3.34M ﹤0.01%
120,851
-26,676
1779
$3.33M ﹤0.01%
174,955
-37,080
1780
$3.33M ﹤0.01%
137,441
-95,476
1781
$3.33M ﹤0.01%
166,341
-1,460
1782
$3.32M ﹤0.01%
76,529
-38,258
1783
$3.31M ﹤0.01%
178,333
-394,570
1784
$3.31M ﹤0.01%
73,017
+40,527
1785
$3.31M ﹤0.01%
90,156
+72,387
1786
$3.3M ﹤0.01%
310,603
+16,260
1787
$3.3M ﹤0.01%
101,925
+96,621
1788
$3.3M ﹤0.01%
433,895
-88,189
1789
$3.29M ﹤0.01%
93,178
+2,458
1790
$3.28M ﹤0.01%
171,656
+10,072
1791
$3.28M ﹤0.01%
148,169
-111,470
1792
$3.28M ﹤0.01%
105,952
-85,222
1793
$3.27M ﹤0.01%
110,894
+41,515
1794
$3.27M ﹤0.01%
146,485
+17,230
1795
$3.27M ﹤0.01%
26,931
-1,928
1796
$3.26M ﹤0.01%
150,584
-1,113
1797
$3.26M ﹤0.01%
215,343
-1,041
1798
$3.24M ﹤0.01%
116,885
+9,882
1799
$3.24M ﹤0.01%
79,500
-14,625
1800
$3.24M ﹤0.01%
256,764
-84,495
70 71
72
73 74