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
1851
$3.03M ﹤0.01%
196,712
-20,041
1852
$3.03M ﹤0.01%
20,851
+9,297
1853
$3.02M ﹤0.01%
127,175
+123,266
1854
$3.02M ﹤0.01%
116,800
-11,605
1855
$3.02M ﹤0.01%
71,622
-284,993
1856
$3.01M ﹤0.01%
164,916
+27,958
1857
$3M ﹤0.01%
311,788
-65,707
1858
$3M ﹤0.01%
64,529
-13,152
1859
$3M ﹤0.01%
82,796
-332,799
1860
$2.99M ﹤0.01%
100,398
-2,794
1861
$2.99M ﹤0.01%
250,324
+53,975
1862
$2.98M ﹤0.01%
218,115
+134,581
1863
$2.97M ﹤0.01%
112,484
+7,880
1864
$2.97M ﹤0.01%
132,978
-224,400
1865
$2.97M ﹤0.01%
56,052
-78,235
1866
$2.97M ﹤0.01%
6,852
-12,646
1867
$2.96M ﹤0.01%
654,456
+440,509
1868
$2.96M ﹤0.01%
30,250
-8,267
1869
$2.96M ﹤0.01%
153,733
-411,669
1870
$2.96M ﹤0.01%
129,819
+29,426
1871
$2.95M ﹤0.01%
254,392
-6,967
1872
$2.95M ﹤0.01%
82,197
+13,381
1873
$2.95M ﹤0.01%
211,584
-862,427
1874
$2.94M ﹤0.01%
221,728
-44,682
1875
$2.94M ﹤0.01%
50,867
-425
73 74
75
76 77