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
1876
$2.93M ﹤0.01%
109,872
-66,053
1877
$2.92M ﹤0.01%
174,559
-45,170
1878
$2.91M ﹤0.01%
85,632
-39,216
1879
$2.91M ﹤0.01%
68,546
+12,153
1880
$2.9M ﹤0.01%
118,011
-24,443
1881
$2.9M ﹤0.01%
376,136
-3,320
1882
$2.9M ﹤0.01%
110,887
-155,095
1883
$2.89M ﹤0.01%
50,335
+15,795
1884
$2.89M ﹤0.01%
143,223
+34,442
1885
$2.89M ﹤0.01%
191,978
-20,922
1886
$2.88M ﹤0.01%
238,253
-121,335
1887
$2.88M ﹤0.01%
185,492
-403,760
1888
$2.86M ﹤0.01%
84,805
-72,940
1889
$2.86M ﹤0.01%
15,580
-30,230
1890
$2.86M ﹤0.01%
138,169
-234,308
1891
$2.85M ﹤0.01%
772,654
+60,937
1892
$2.85M ﹤0.01%
79,070
+28,419
1893
$2.85M ﹤0.01%
98,499
+41,027
1894
$2.84M ﹤0.01%
221,872
-22,323
1895
$2.84M ﹤0.01%
108,287
-224,707
1896
$2.84M ﹤0.01%
86,607
-24,875
1897
$2.83M ﹤0.01%
65,763
-563
1898
$2.82M ﹤0.01%
369,148
-42,835
1899
$2.82M ﹤0.01%
69,412
+9,666
1900
$2.81M ﹤0.01%
491,345
+166,001
74 75
76
77 78