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
2151
$3.79M ﹤0.01%
111,117
+9,085
2152
$3.78M ﹤0.01%
11,285
-1,211
2153
$3.77M ﹤0.01%
247,918
+214,440
2154
$3.77M ﹤0.01%
65,758
+27,174
2155
$3.77M ﹤0.01%
37,847
+7,280
2156
$3.76M ﹤0.01%
109,270
-396,424
2157
$3.76M ﹤0.01%
25,880
-12,667
2158
$3.75M ﹤0.01%
309,722
-16,551
2159
$3.75M ﹤0.01%
186,922
-7,007
2160
$3.75M ﹤0.01%
61,220
+20,772
2161
$3.74M ﹤0.01%
67,087
+7,455
2162
$3.74M ﹤0.01%
215,164
+74,647
2163
$3.74M ﹤0.01%
706,770
+360,135
2164
$3.74M ﹤0.01%
338,500
+16,393
2165
$3.73M ﹤0.01%
217,288
-88,439
2166
$3.73M ﹤0.01%
40,503
+8,905
2167
$3.72M ﹤0.01%
678,247
-23,938
2168
$3.72M ﹤0.01%
50,245
-14,564
2169
$3.72M ﹤0.01%
139,594
+9,282
2170
$3.7M ﹤0.01%
91,111
+4,646
2171
$3.69M ﹤0.01%
61,070
+2,502
2172
$3.69M ﹤0.01%
69,638
+58,087
2173
$3.69M ﹤0.01%
101,595
-809
2174
$3.69M ﹤0.01%
127,079
-227,632
2175
$3.69M ﹤0.01%
264,517
+27,853
85 86
87
88 89