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
2376
$1.52M ﹤0.01%
79,563
-7,336
2377
$1.52M ﹤0.01%
302,331
-48,860
2378
$1.52M ﹤0.01%
36,182
+10,496
2379
$1.52M ﹤0.01%
55,225
+15,881
2380
$1.52M ﹤0.01%
34,768
-5,117
2381
$1.51M ﹤0.01%
22,663
-11,166
2382
$1.51M ﹤0.01%
31,471
-2,768
2383
$1.51M ﹤0.01%
52,883
+28,436
2384
$1.5M ﹤0.01%
5,617
-11,058
2385
$1.5M ﹤0.01%
69,128
-21,448
2386
$1.5M ﹤0.01%
214,346
+13,356
2387
$1.5M ﹤0.01%
36,585
+26,549
2388
$1.49M ﹤0.01%
24,555
+228
2389
$1.49M ﹤0.01%
93,547
-531,123
2390
$1.49M ﹤0.01%
75,307
-10,614
2391
$1.49M ﹤0.01%
33,186
+3,486
2392
$1.49M ﹤0.01%
185,758
-103,137
2393
$1.49M ﹤0.01%
76,779
-177
2394
$1.48M ﹤0.01%
328,578
-152,121
2395
$1.48M ﹤0.01%
147,775
-34,089
2396
$1.48M ﹤0.01%
32,529
-58,181
2397
$1.47M ﹤0.01%
125,320
+26,784
2398
$1.47M ﹤0.01%
89,181
+11,346
2399
$1.47M ﹤0.01%
36,191
-26,672
2400
$1.47M ﹤0.01%
65,374
+310
94 95
96
97 98