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
$234B
AUM Growth
-$20.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,332
New
Increased
Reduced
Closed

Top Buys

1
+$388M
2
+$359M
3
+$284M
4
TSM icon
TSMC
TSM
+$259M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$239M

Top Sells

1
+$911M
2
+$825M
3
+$683M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$381M
5
WTW icon
Willis Towers Watson
WTW
+$375M

Sector Composition

1 Technology 16.77%
2 Financials 9.22%
3 Healthcare 8.15%
4 Consumer Discretionary 7.12%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$2.98M ﹤0.01%
51,267
-1,984
2352
$2.98M ﹤0.01%
293,603
-187,537
2353
$2.97M ﹤0.01%
143,360
+16,907
2354
$2.97M ﹤0.01%
16,157
+446
2355
$2.96M ﹤0.01%
184,978
-17,806
2356
$2.96M ﹤0.01%
89,240
+32,838
2357
$2.96M ﹤0.01%
74,068
-95,726
2358
$2.95M ﹤0.01%
228,644
+77,378
2359
$2.95M ﹤0.01%
71,863
-85,131
2360
$2.95M ﹤0.01%
644,670
-79,790
2361
$2.94M ﹤0.01%
90,848
-85,395
2362
$2.94M ﹤0.01%
142,658
-36,710
2363
$2.93M ﹤0.01%
646,131
-2,074,405
2364
$2.92M ﹤0.01%
735,201
+57,388
2365
$2.92M ﹤0.01%
96,090
-301,684
2366
$2.92M ﹤0.01%
29,729
+7,597
2367
$2.91M ﹤0.01%
122,765
+56,454
2368
$2.9M ﹤0.01%
178,480
+36,618
2369
$2.9M ﹤0.01%
31,476
-3,940
2370
$2.9M ﹤0.01%
15,375
+4,885
2371
$2.9M ﹤0.01%
44,004
+150
2372
$2.9M ﹤0.01%
152,992
-1,953
2373
$2.89M ﹤0.01%
26,684
-2,452
2374
$2.89M ﹤0.01%
202,292
-3,941
2375
$2.88M ﹤0.01%
45,221
-20,947
93 94
95
96 97