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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$12.9M ﹤0.01%
503,765
+408,692
2127
$12.9M ﹤0.01%
654,423
+553,760
2128
$12.8M ﹤0.01%
2,465,758
+1,379,655
2129
$12.8M ﹤0.01%
581,856
-24,730
2130
$12.8M ﹤0.01%
375,593
+135,266
2131
$12.8M ﹤0.01%
1,203,207
+120,337
2132
$12.7M ﹤0.01%
271,883
-20,168
2133
$12.7M ﹤0.01%
268,524
+119,100
2134
$12.7M ﹤0.01%
540,112
-85,607
2135
$12.7M ﹤0.01%
510,664
+493,140
2136
$12.7M ﹤0.01%
461,833
+346,647
2137
$12.7M ﹤0.01%
381,741
+28,593
2138
$12.7M ﹤0.01%
767,263
+665,528
2139
$12.6M ﹤0.01%
346,113
+172,190
2140
$12.6M ﹤0.01%
440,034
+2,506
2141
$12.6M ﹤0.01%
1,013,560
+950,007
2142
$12.6M ﹤0.01%
2,134,941
+1,754,624
2143
$12.6M ﹤0.01%
250,162
+71,966
2144
$12.6M ﹤0.01%
800,052
+756,415
2145
$12.6M ﹤0.01%
366,910
+574
2146
$12.6M ﹤0.01%
129,002
+41,041
2147
$12.6M ﹤0.01%
662,282
+391,411
2148
$12.6M ﹤0.01%
184,567
+68,300
2149
$12.5M ﹤0.01%
347,013
+168,539
2150
$12.5M ﹤0.01%
114,304
+30,344
84 85
86
87 88