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
2301
$1.65M ﹤0.01%
74,191
-127,345
2302
$1.64M ﹤0.01%
75,411
-31,523
2303
$1.64M ﹤0.01%
56,056
+20,955
2304
$1.64M ﹤0.01%
99,767
+17,218
2305
$1.64M ﹤0.01%
216,343
-181,658
2306
$1.63M ﹤0.01%
132,334
-11,105
2307
$1.63M ﹤0.01%
76,832
-22,926
2308
$1.63M ﹤0.01%
18,616
-59,504
2309
$1.63M ﹤0.01%
34,287
+9,741
2310
$1.62M ﹤0.01%
322,731
+24,955
2311
$1.62M ﹤0.01%
15,871
-1,155
2312
$1.62M ﹤0.01%
79,048
+33,501
2313
$1.62M ﹤0.01%
28,788
+7,992
2314
$1.62M ﹤0.01%
+55,543
2315
$1.62M ﹤0.01%
40,099
+631
2316
$1.62M ﹤0.01%
102,886
+20,166
2317
$1.61M ﹤0.01%
174,464
-124,974
2318
$1.61M ﹤0.01%
364,918
-92,161
2319
$1.61M ﹤0.01%
27,090
-76,858
2320
$1.61M ﹤0.01%
484,753
-641,856
2321
$1.61M ﹤0.01%
33,423
-13,071
2322
$1.61M ﹤0.01%
19,127
+16,087
2323
$1.6M ﹤0.01%
25,496
-18,759
2324
$1.6M ﹤0.01%
59,663
-77,182
2325
$1.6M ﹤0.01%
135,726
-1,358
91 92
93
94 95