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
2201
$3.59M ﹤0.01%
114,026
-1,828
2202
$3.59M ﹤0.01%
17,198
-7,425
2203
$3.58M ﹤0.01%
46,471
+9,916
2204
$3.58M ﹤0.01%
43,938
-1,024
2205
$3.58M ﹤0.01%
191,146
+19,651
2206
$3.57M ﹤0.01%
101,330
-20,302
2207
$3.57M ﹤0.01%
77,772
-55,836
2208
$3.56M ﹤0.01%
115,378
-67,637
2209
$3.55M ﹤0.01%
325,451
-32,876
2210
$3.55M ﹤0.01%
140,839
-40,951
2211
$3.55M ﹤0.01%
131,374
-1,693
2212
$3.54M ﹤0.01%
154,047
+143,514
2213
$3.54M ﹤0.01%
75,392
-800
2214
$3.54M ﹤0.01%
50,391
-9,212
2215
$3.54M ﹤0.01%
140,812
+827
2216
$3.53M ﹤0.01%
72,029
-1,917
2217
$3.53M ﹤0.01%
32,735
-52,161
2218
$3.52M ﹤0.01%
34,941
+153
2219
$3.52M ﹤0.01%
50,148
+7,079
2220
$3.52M ﹤0.01%
124,877
+74,410
2221
$3.52M ﹤0.01%
432,887
-18,192
2222
$3.51M ﹤0.01%
186,243
+20,468
2223
$3.5M ﹤0.01%
103,935
+1,121
2224
$3.5M ﹤0.01%
288,403
-20,718
2225
$3.5M ﹤0.01%
763,862
+292,885
87 88
89
90 91