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
2226
$1.84M ﹤0.01%
266,100
-4,594
2227
$1.83M ﹤0.01%
106,197
-53,610
2228
$1.83M ﹤0.01%
208,082
-170,657
2229
$1.83M ﹤0.01%
390,607
-19,227
2230
$1.83M ﹤0.01%
550,264
-368,659
2231
$1.83M ﹤0.01%
292,198
-367,185
2232
$1.82M ﹤0.01%
56,645
-40,977
2233
$1.82M ﹤0.01%
80,999
-16,570
2234
$1.82M ﹤0.01%
126,526
-213,810
2235
$1.82M ﹤0.01%
65,069
-12,531
2236
$1.82M ﹤0.01%
48,738
-137,064
2237
$1.82M ﹤0.01%
141,016
+57,851
2238
$1.81M ﹤0.01%
88,602
+52,614
2239
$1.81M ﹤0.01%
94,170
+58,534
2240
$1.81M ﹤0.01%
41,004
-4,202
2241
$1.81M ﹤0.01%
58,173
-167,789
2242
$1.8M ﹤0.01%
73,336
-47,116
2243
$1.8M ﹤0.01%
109,235
-2,990,994
2244
$1.8M ﹤0.01%
12,394
-4,257
2245
$1.78M ﹤0.01%
56,104
-40,278
2246
$1.78M ﹤0.01%
122,402
+39,442
2247
$1.77M ﹤0.01%
112,927
+101,950
2248
$1.77M ﹤0.01%
90,706
-12,001
2249
$1.77M ﹤0.01%
36,470
-41,872
2250
$1.77M ﹤0.01%
40,715
+15,592
88 89
90
91 92