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
2376
$2.88M ﹤0.01%
26,067
-322,160
2377
$2.88M ﹤0.01%
144,679
+18,176
2378
$2.88M ﹤0.01%
52,329
-1,004
2379
$2.87M ﹤0.01%
56,209
-539
2380
$2.87M ﹤0.01%
98,256
-81,562
2381
$2.86M ﹤0.01%
57,241
+5,817
2382
$2.86M ﹤0.01%
22,085
-7,596
2383
$2.85M ﹤0.01%
171,507
+42,310
2384
$2.85M ﹤0.01%
45,362
-68,965
2385
$2.85M ﹤0.01%
44,927
+36,386
2386
$2.84M ﹤0.01%
11,120
-2,429
2387
$2.82M ﹤0.01%
97,095
-82,106
2388
$2.82M ﹤0.01%
76,279
+22,401
2389
$2.82M ﹤0.01%
259,784
+61,022
2390
$2.82M ﹤0.01%
105,650
-83,577
2391
$2.81M ﹤0.01%
356,187
+56,911
2392
$2.81M ﹤0.01%
113,598
+10,841
2393
$2.81M ﹤0.01%
87,748
+4,315
2394
$2.8M ﹤0.01%
267,142
-28,350
2395
$2.8M ﹤0.01%
183,014
-85
2396
$2.79M ﹤0.01%
322,932
+12,098
2397
$2.79M ﹤0.01%
492,908
-46,182
2398
$2.78M ﹤0.01%
50,486
+22,773
2399
$2.78M ﹤0.01%
111,268
+1,941
2400
$2.78M ﹤0.01%
163,161
-100,193
94 95
96
97 98