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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$3.13M ﹤0.01%
345,414
+74,895
2377
$3.13M ﹤0.01%
58,599
+2,444
2378
$3.12M ﹤0.01%
61,371
-19,472
2379
$3.12M ﹤0.01%
142,566
-3,326
2380
$3.11M ﹤0.01%
67,599
-11,823
2381
$3.11M ﹤0.01%
110,640
+14,585
2382
$3.11M ﹤0.01%
45,952
-4,012
2383
$3.11M ﹤0.01%
227,806
+40,654
2384
$3.11M ﹤0.01%
46,736
+394
2385
$3.1M ﹤0.01%
77,641
+14,271
2386
$3.09M ﹤0.01%
+73,051
2387
$3.09M ﹤0.01%
37,777
-2,691
2388
$3.09M ﹤0.01%
105,360
+21,360
2389
$3.07M ﹤0.01%
30,710
+2,807
2390
$3.07M ﹤0.01%
204,751
+46,590
2391
$3.07M ﹤0.01%
34,932
-7,814
2392
$3.06M ﹤0.01%
14,888
+3,298
2393
$3.06M ﹤0.01%
17,724
-7,581
2394
$3.06M ﹤0.01%
93,808
-76,698
2395
$3.06M ﹤0.01%
34,043
+1,809
2396
$3.05M ﹤0.01%
42,172
+28,339
2397
$3.04M ﹤0.01%
201,333
+125,414
2398
$3.04M ﹤0.01%
11,813
+2,427
2399
$3.03M ﹤0.01%
53,739
+17,731
2400
$3.03M ﹤0.01%
147,242
+5,942
94 95
96
97 98