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
2101
$2.2M ﹤0.01%
66,821
+35,093
2102
$2.19M ﹤0.01%
51,774
+49,657
2103
$2.18M ﹤0.01%
36,477
-94,555
2104
$2.18M ﹤0.01%
91,862
+14,712
2105
$2.17M ﹤0.01%
51,556
+13,956
2106
$2.17M ﹤0.01%
147,510
-40,686
2107
$2.17M ﹤0.01%
55,026
-99,756
2108
$2.17M ﹤0.01%
175,927
-326,491
2109
$2.16M ﹤0.01%
175,335
-448,684
2110
$2.16M ﹤0.01%
157,426
+33,519
2111
$2.16M ﹤0.01%
279,802
-418,272
2112
$2.16M ﹤0.01%
15,375
+379
2113
$2.15M ﹤0.01%
42,795
+7,543
2114
$2.15M ﹤0.01%
10,662
-16,169
2115
$2.15M ﹤0.01%
114,333
+45,318
2116
$2.15M ﹤0.01%
81,471
-341,228
2117
$2.14M ﹤0.01%
60,760
+6,065
2118
$2.14M ﹤0.01%
38,673
-21,382
2119
$2.14M ﹤0.01%
32,816
-2,189
2120
$2.13M ﹤0.01%
10,109
-19,744
2121
$2.13M ﹤0.01%
198,364
-20,836
2122
$2.13M ﹤0.01%
149,896
+32,317
2123
$2.12M ﹤0.01%
25,500
-43,861
2124
$2.12M ﹤0.01%
47,143
-17,510
2125
$2.12M ﹤0.01%
107,960
-51,440
83 84
85
86 87