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
1801
$3.23M ﹤0.01%
157,380
-34,900
1802
$3.21M ﹤0.01%
71,889
+14,140
1803
$3.21M ﹤0.01%
349,473
-301,254
1804
$3.19M ﹤0.01%
46,002
+23,749
1805
$3.19M ﹤0.01%
83,425
-4,461
1806
$3.19M ﹤0.01%
279,994
-11,428
1807
$3.19M ﹤0.01%
95,108
-70,938
1808
$3.18M ﹤0.01%
44,067
-90,825
1809
$3.18M ﹤0.01%
398,450
+17,252
1810
$3.18M ﹤0.01%
635,579
-186,544
1811
$3.18M ﹤0.01%
32,191
-11,917
1812
$3.17M ﹤0.01%
242,410
+59,614
1813
$3.17M ﹤0.01%
307,439
-94,773
1814
$3.16M ﹤0.01%
118,167
-59,465
1815
$3.16M ﹤0.01%
162,608
-18,206
1816
$3.16M ﹤0.01%
425,794
-406,086
1817
$3.16M ﹤0.01%
48,177
-26,550
1818
$3.16M ﹤0.01%
76,438
-103,244
1819
$3.15M ﹤0.01%
105,235
+94,626
1820
$3.15M ﹤0.01%
331,345
+34,140
1821
$3.15M ﹤0.01%
64,664
+47,206
1822
$3.15M ﹤0.01%
126,313
+57,867
1823
$3.15M ﹤0.01%
122,267
-11,608
1824
$3.14M ﹤0.01%
220,150
+103,359
1825
$3.14M ﹤0.01%
51,312
-79,147
71 72
73
74 75