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
2401
$1.47M ﹤0.01%
18,065
+16,026
2402
$1.47M ﹤0.01%
62,447
+53,724
2403
$1.46M ﹤0.01%
60,136
+37,969
2404
$1.46M ﹤0.01%
16,552
-4,491
2405
$1.46M ﹤0.01%
33,751
-27,601
2406
$1.46M ﹤0.01%
177,212
+30,313
2407
$1.45M ﹤0.01%
44,548
-111,102
2408
$1.45M ﹤0.01%
108,049
-106,710
2409
$1.45M ﹤0.01%
63,406
-42,725
2410
$1.45M ﹤0.01%
135,147
+79,650
2411
$1.45M ﹤0.01%
24,470
+3,065
2412
$1.44M ﹤0.01%
40,074
+17,050
2413
$1.44M ﹤0.01%
54,505
+2,472
2414
$1.44M ﹤0.01%
194,456
+13,221
2415
$1.44M ﹤0.01%
18,900
-10,679
2416
$1.44M ﹤0.01%
90,381
+72,784
2417
$1.43M ﹤0.01%
76,642
-35,825
2418
$1.43M ﹤0.01%
26,136
-30,971
2419
$1.43M ﹤0.01%
20,511
-13,052
2420
$1.43M ﹤0.01%
48,827
-12,874
2421
$1.42M ﹤0.01%
490,773
+366,381
2422
$1.42M ﹤0.01%
789,678
-26,000
2423
$1.42M ﹤0.01%
373,320
+180,665
2424
$1.42M ﹤0.01%
39,634
-217,512
2425
$1.41M ﹤0.01%
36,596
-12,602
95 96
97
98 99