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
2351
$1.57M ﹤0.01%
83,693
+39,411
2352
$1.57M ﹤0.01%
205,173
+33,906
2353
$1.57M ﹤0.01%
41,645
-60,194
2354
$1.57M ﹤0.01%
24,385
-18,941
2355
$1.56M ﹤0.01%
98,911
+21,815
2356
$1.56M ﹤0.01%
55,723
+24,964
2357
$1.56M ﹤0.01%
54,888
-45,441
2358
$1.56M ﹤0.01%
353,483
+170,573
2359
$1.56M ﹤0.01%
21,321
-1,145
2360
$1.56M ﹤0.01%
195,378
+12,252
2361
$1.56M ﹤0.01%
30,800
-19,033
2362
$1.56M ﹤0.01%
64,782
-6,290
2363
$1.55M ﹤0.01%
150,855
-273,329
2364
$1.55M ﹤0.01%
54,386
-148,980
2365
$1.55M ﹤0.01%
308,474
-417,693
2366
$1.55M ﹤0.01%
40,294
-8,219
2367
$1.54M ﹤0.01%
69,652
+13,818
2368
$1.54M ﹤0.01%
43,606
+337
2369
$1.54M ﹤0.01%
124,254
+4,985
2370
$1.54M ﹤0.01%
126,344
-44,629
2371
$1.54M ﹤0.01%
168,994
-203,533
2372
$1.53M ﹤0.01%
97,900
-57,438
2373
$1.53M ﹤0.01%
115,288
-16,733
2374
$1.52M ﹤0.01%
69,566
-83,573
2375
$1.52M ﹤0.01%
37,444
+22,164
93 94
95
96 97