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
2276
$1.72M ﹤0.01%
71,403
-8,972
2277
$1.72M ﹤0.01%
56,930
-28,396
2278
$1.71M ﹤0.01%
138,808
-88,223
2279
$1.71M ﹤0.01%
60,878
+3,062
2280
$1.71M ﹤0.01%
+33,900
2281
$1.71M ﹤0.01%
33,716
+3,205
2282
$1.7M ﹤0.01%
182,581
+165,903
2283
$1.7M ﹤0.01%
317,202
-5,415
2284
$1.7M ﹤0.01%
23,831
-65,087
2285
$1.7M ﹤0.01%
242,434
-103,420
2286
$1.7M ﹤0.01%
32,762
-56,205
2287
$1.69M ﹤0.01%
30,470
-70,534
2288
$1.69M ﹤0.01%
22,971
+788
2289
$1.69M ﹤0.01%
76,458
+30,506
2290
$1.68M ﹤0.01%
74,834
+14,343
2291
$1.68M ﹤0.01%
129,962
-75,136
2292
$1.68M ﹤0.01%
20,141
-596
2293
$1.68M ﹤0.01%
40,112
-26,758
2294
$1.67M ﹤0.01%
65,093
+16,378
2295
$1.67M ﹤0.01%
217,796
+16,317
2296
$1.67M ﹤0.01%
33,711
-61,066
2297
$1.66M ﹤0.01%
131,642
+67,601
2298
$1.66M ﹤0.01%
35,905
-20,405
2299
$1.66M ﹤0.01%
13,133
-8,269
2300
$1.65M ﹤0.01%
389,019
+166,644
90 91
92
93 94