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
2326
$1.6M ﹤0.01%
28,157
-21,280
2327
$1.6M ﹤0.01%
104,739
-174,028
2328
$1.6M ﹤0.01%
132,266
-33,034
2329
$1.6M ﹤0.01%
118,605
+9,732
2330
$1.6M ﹤0.01%
70,958
+21,964
2331
$1.6M ﹤0.01%
28,340
-1,507
2332
$1.6M ﹤0.01%
247,708
-295,363
2333
$1.6M ﹤0.01%
151,541
+2,479
2334
$1.59M ﹤0.01%
281,798
+8,957
2335
$1.59M ﹤0.01%
521,946
+486,945
2336
$1.59M ﹤0.01%
22,311
+12,219
2337
$1.59M ﹤0.01%
24,044
-10,076
2338
$1.59M ﹤0.01%
13,837
-22,073
2339
$1.59M ﹤0.01%
35,596
-51,052
2340
$1.58M ﹤0.01%
4,312
-288
2341
$1.58M ﹤0.01%
39,384
+19,900
2342
$1.58M ﹤0.01%
50,558
+35,758
2343
$1.58M ﹤0.01%
47,183
-27,529
2344
$1.58M ﹤0.01%
144,853
-141,566
2345
$1.58M ﹤0.01%
15,108
-22,201
2346
$1.58M ﹤0.01%
89,945
-60,550
2347
$1.58M ﹤0.01%
22,198
-3,000
2348
$1.58M ﹤0.01%
437,768
-24,465
2349
$1.58M ﹤0.01%
6,972
-2,792
2350
$1.58M ﹤0.01%
116,056
+48,279
92 93
94
95 96