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
2051
$2.34M ﹤0.01%
192,577
-747,137
2052
$2.34M ﹤0.01%
29,472
-108,419
2053
$2.34M ﹤0.01%
64,979
-12,595
2054
$2.33M ﹤0.01%
262,738
-462,592
2055
$2.33M ﹤0.01%
23,397
-31,465
2056
$2.32M ﹤0.01%
184,451
-7,673
2057
$2.32M ﹤0.01%
116,780
-7,250
2058
$2.32M ﹤0.01%
40,298
-23,286
2059
$2.32M ﹤0.01%
132,020
+29,090
2060
$2.32M ﹤0.01%
32,225
+4,621
2061
$2.31M ﹤0.01%
138,360
-22,645
2062
$2.31M ﹤0.01%
467,564
+146,320
2063
$2.31M ﹤0.01%
68,366
+52,149
2064
$2.31M ﹤0.01%
67,145
-114,333
2065
$2.3M ﹤0.01%
213,748
+47,422
2066
$2.3M ﹤0.01%
234,409
+3,014
2067
$2.3M ﹤0.01%
47,824
+28,292
2068
$2.29M ﹤0.01%
115,290
+14,296
2069
$2.29M ﹤0.01%
88,128
-152,521
2070
$2.29M ﹤0.01%
543,376
-599,696
2071
$2.29M ﹤0.01%
53,007
-7,678
2072
$2.28M ﹤0.01%
123,657
-176,945
2073
$2.27M ﹤0.01%
575,690
-229,049
2074
$2.27M ﹤0.01%
17,009
-14,023
2075
$2.27M ﹤0.01%
31,634
+1,238
81 82
83
84 85