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
201
$239M 0.1%
1,863,740
+154,885
202
$236M 0.1%
1,293,530
-358,617
203
$233M 0.1%
2,936,589
+1,973,236
204
$232M 0.1%
4,504,878
+263,045
205
$231M 0.1%
3,619,634
-634,905
206
$230M 0.1%
4,695,748
+775,129
207
$229M 0.1%
4,381,599
-546,525
208
$227M 0.1%
6,221,065
-1,112,324
209
$224M 0.1%
6,701,399
+347,393
210
$223M 0.1%
5,347,248
+1,256,815
211
$221M 0.09%
3,891,988
-260,708
212
$221M 0.09%
2,861,503
+2,697,524
213
$220M 0.09%
1,839,603
+148,704
214
$220M 0.09%
4,354,461
+1,251,216
215
$216M 0.09%
2,307,926
+158,869
216
$215M 0.09%
754,755
+20,794
217
$210M 0.09%
7,361,036
+1,570,764
218
$208M 0.09%
688,522
-61,760
219
$207M 0.09%
3,025,315
+110,655
220
$206M 0.09%
8,988,428
+2,597,239
221
$205M 0.09%
824,275
+48,873
222
$204M 0.09%
10,783,924
+60,993
223
$204M 0.09%
914,418
-446,636
224
$202M 0.09%
1,955,815
+47,417
225
$200M 0.09%
3,215,187
+100,609
7 8
9
10 11