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
1926
$5.01M ﹤0.01%
145,124
-376,119
1927
$5.01M ﹤0.01%
50,380
+5,549
1928
$5M ﹤0.01%
200,699
+58,282
1929
$5M ﹤0.01%
250,352
-2,286
1930
$4.98M ﹤0.01%
323,810
+1,996
1931
$4.98M ﹤0.01%
180,506
+90,103
1932
$4.98M ﹤0.01%
63,148
+33,683
1933
$4.97M ﹤0.01%
57,174
+8,328
1934
$4.97M ﹤0.01%
224,704
-64,088
1935
$4.96M ﹤0.01%
476,058
-3,102
1936
$4.95M ﹤0.01%
133,021
+6,473
1937
$4.94M ﹤0.01%
137,251
-2,391
1938
$4.94M ﹤0.01%
121,329
+100,664
1939
$4.93M ﹤0.01%
109,804
-11,033
1940
$4.92M ﹤0.01%
423,822
+360,242
1941
$4.9M ﹤0.01%
91,318
-30,854
1942
$4.9M ﹤0.01%
90,846
+486
1943
$4.9M ﹤0.01%
124,206
-186,573
1944
$4.89M ﹤0.01%
40,573
-1,037
1945
$4.89M ﹤0.01%
189,506
-10,633
1946
$4.89M ﹤0.01%
179,762
+3,248
1947
$4.89M ﹤0.01%
269,446
-25,659
1948
$4.88M ﹤0.01%
232,423
+2,738
1949
$4.88M ﹤0.01%
99,861
-3,659
1950
$4.86M ﹤0.01%
163,988
-405,997
76 77
78
79 80