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
2126
$3.88M ﹤0.01%
106,103
-2,361
2127
$3.88M ﹤0.01%
95,871
-23,645
2128
$3.87M ﹤0.01%
16,212
-15,755
2129
$3.86M ﹤0.01%
58,070
+56,237
2130
$3.86M ﹤0.01%
36,219
+22,895
2131
$3.85M ﹤0.01%
86,945
+47,480
2132
$3.84M ﹤0.01%
48,288
+693
2133
$3.84M ﹤0.01%
285,518
+9,067
2134
$3.84M ﹤0.01%
95,837
+41,050
2135
$3.83M ﹤0.01%
177,612
+101,181
2136
$3.83M ﹤0.01%
80,842
+15,137
2137
$3.82M ﹤0.01%
127,877
-482,078
2138
$3.82M ﹤0.01%
41,223
-58,150
2139
$3.82M ﹤0.01%
34,564
+16,764
2140
$3.82M ﹤0.01%
27,586
-30,254
2141
$3.82M ﹤0.01%
411,978
-34,401
2142
$3.81M ﹤0.01%
252,948
-25,842
2143
$3.81M ﹤0.01%
71,542
-43,196
2144
$3.81M ﹤0.01%
814,685
-130,500
2145
$3.81M ﹤0.01%
78,453
-38,923
2146
$3.8M ﹤0.01%
30,000
+28,242
2147
$3.8M ﹤0.01%
206,513
+16,779
2148
$3.8M ﹤0.01%
210,180
+62,551
2149
$3.79M ﹤0.01%
413,827
-48,401
2150
$3.79M ﹤0.01%
307,903
-8,777
84 85
86
87 88