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
2001
$4.52M ﹤0.01%
268,076
+6,625
2002
$4.52M ﹤0.01%
299,594
-14,486
2003
$4.51M ﹤0.01%
72,303
+63,286
2004
$4.51M ﹤0.01%
25,270
-1,871
2005
$4.51M ﹤0.01%
101,254
+33,778
2006
$4.5M ﹤0.01%
403,888
-37,262
2007
$4.5M ﹤0.01%
243,614
-5,362
2008
$4.5M ﹤0.01%
147,800
+7,973
2009
$4.49M ﹤0.01%
442,040
+377,753
2010
$4.48M ﹤0.01%
18,221
-5,262
2011
$4.48M ﹤0.01%
87,472
-63,920
2012
$4.47M ﹤0.01%
293,614
+6,616
2013
$4.47M ﹤0.01%
42,817
+456
2014
$4.47M ﹤0.01%
319,510
-121,928
2015
$4.46M ﹤0.01%
37,629
+25,883
2016
$4.45M ﹤0.01%
104,220
-18,166
2017
$4.45M ﹤0.01%
3,387
+577
2018
$4.44M ﹤0.01%
250,391
-54,801
2019
$4.44M ﹤0.01%
122,827
-3,405
2020
$4.43M ﹤0.01%
128,564
-141,798
2021
$4.42M ﹤0.01%
40,500
-383,090
2022
$4.41M ﹤0.01%
108,194
-1,111,275
2023
$4.4M ﹤0.01%
77,713
-100,424
2024
$4.39M ﹤0.01%
56,217
-42,342
2025
$4.39M ﹤0.01%
223,864
-13,108
79 80
81
82 83