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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$283M 0.12%
11,735,012
-875,340
177
$283M 0.12%
4,184,963
+2,442,895
178
$282M 0.12%
6,359,045
-384,477
179
$282M 0.12%
1,635,274
+48,943
180
$280M 0.12%
1,990,146
+180,004
181
$278M 0.12%
6,862,045
+1,077,740
182
$278M 0.12%
7,060,722
-103,085
183
$276M 0.12%
1,590,927
+180,648
184
$275M 0.12%
4,642,058
+638,461
185
$274M 0.12%
3,388,229
-97,963
186
$274M 0.12%
11,091,579
+437,887
187
$272M 0.11%
2,010,868
+64,554
188
$272M 0.11%
1,255,336
-75,862
189
$267M 0.11%
12,979,201
+1,995,768
190
$264M 0.11%
3,117,826
-127,616
191
$263M 0.11%
2,508,703
-10,883
192
$262M 0.11%
877,052
+24,039
193
$257M 0.11%
5,683,800
+954,289
194
$257M 0.11%
1,182,223
-455,957
195
$255M 0.11%
4,023,062
+359,738
196
$254M 0.11%
1,697,291
+127,172
197
$253M 0.11%
4,438,523
-143,343
198
$252M 0.11%
1,040,788
+19,308
199
$248M 0.1%
1,714,423
+565,489
200
$248M 0.1%
2,971,120
+890,048
6 7
8
9 10