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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$2.56M ﹤0.01%
60,613
-2,495
2277
$2.56M ﹤0.01%
81,599
+3,069
2278
$2.56M ﹤0.01%
50,956
+27,933
2279
$2.55M ﹤0.01%
39,662
+1,343
2280
$2.55M ﹤0.01%
131,488
-76,556
2281
$2.55M ﹤0.01%
199,402
+9,295
2282
$2.55M ﹤0.01%
164,246
-45,344
2283
$2.55M ﹤0.01%
31,885
+28,203
2284
$2.55M ﹤0.01%
90,246
-3,326
2285
$2.54M ﹤0.01%
44,669
+30,346
2286
$2.54M ﹤0.01%
131,643
-120,845
2287
$2.54M ﹤0.01%
135,095
-386,201
2288
$2.54M ﹤0.01%
55,821
+26,188
2289
$2.54M ﹤0.01%
30,874
+10,699
2290
$2.53M ﹤0.01%
41,924
+41,121
2291
$2.53M ﹤0.01%
44,625
+567
2292
$2.52M ﹤0.01%
70,454
-28,746
2293
$2.51M ﹤0.01%
21,691
+1,577
2294
$2.51M ﹤0.01%
83,033
-53,306
2295
$2.51M ﹤0.01%
65,825
+6,697
2296
$2.51M ﹤0.01%
58,894
-289
2297
$2.51M ﹤0.01%
212,590
+65,221
2298
$2.5M ﹤0.01%
38,073
+6,630
2299
$2.5M ﹤0.01%
435,264
-586,014
2300
$2.5M ﹤0.01%
35,897
+7,958
90 91
92
93 94