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
2151
$2.03M ﹤0.01%
42,424
-22,142
2152
$2.03M ﹤0.01%
225,384
+50,179
2153
$2.02M ﹤0.01%
50,168
+7,521
2154
$2.02M ﹤0.01%
154,730
-233,731
2155
$2.02M ﹤0.01%
76,293
-1,748
2156
$2.02M ﹤0.01%
150,773
-162,680
2157
$2.02M ﹤0.01%
249,905
-29,935
2158
$2.02M ﹤0.01%
168,232
+67,742
2159
$2.02M ﹤0.01%
249,995
-411,431
2160
$2.01M ﹤0.01%
586,987
+209,828
2161
$2M ﹤0.01%
27,924
-19,468
2162
$2M ﹤0.01%
186,214
-15,098
2163
$2M ﹤0.01%
104,986
-149,351
2164
$2M ﹤0.01%
38,824
-117,656
2165
$2M ﹤0.01%
40,140
-13,807
2166
$2M ﹤0.01%
109,488
+12,262
2167
$1.99M ﹤0.01%
305,888
+95,094
2168
$1.99M ﹤0.01%
270,643
-8,090
2169
$1.98M ﹤0.01%
43,604
-374
2170
$1.98M ﹤0.01%
35,607
+4,708
2171
$1.98M ﹤0.01%
94,543
-4,396
2172
$1.98M ﹤0.01%
154,969
-21,017
2173
$1.98M ﹤0.01%
192,177
+154,931
2174
$1.98M ﹤0.01%
18,467
-106,595
2175
$1.98M ﹤0.01%
43,195
-22,080
85 86
87
88 89