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
2001
$2.5M ﹤0.01%
267,432
+87,760
2002
$2.49M ﹤0.01%
110,160
+40,328
2003
$2.49M ﹤0.01%
134,316
-3,522
2004
$2.49M ﹤0.01%
104,579
+12,879
2005
$2.49M ﹤0.01%
67,033
-22,035
2006
$2.49M ﹤0.01%
24,705
-6,616
2007
$2.49M ﹤0.01%
225,114
-1,294,755
2008
$2.49M ﹤0.01%
110,529
-160,176
2009
$2.48M ﹤0.01%
139,520
+6,258
2010
$2.48M ﹤0.01%
597,966
+579,792
2011
$2.47M ﹤0.01%
123,412
-73,476
2012
$2.46M ﹤0.01%
69,161
-12,496
2013
$2.46M ﹤0.01%
194,699
-21,305
2014
$2.46M ﹤0.01%
193,411
-6,184
2015
$2.46M ﹤0.01%
95,904
-7,280
2016
$2.46M ﹤0.01%
50,469
+9,314
2017
$2.46M ﹤0.01%
80,498
-48,914
2018
$2.46M ﹤0.01%
177,020
-12,277
2019
$2.45M ﹤0.01%
217,938
-21,878
2020
$2.44M ﹤0.01%
28,544
+6,260
2021
$2.42M ﹤0.01%
319,919
-167,721
2022
$2.42M ﹤0.01%
434,130
-43,492
2023
$2.42M ﹤0.01%
1,072,859
-666,916
2024
$2.41M ﹤0.01%
115,874
-40,349
2025
$2.41M ﹤0.01%
74,653
-108,013
79 80
81
82 83