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
2401
$2.78M ﹤0.01%
179,681
-32,916
2402
$2.77M ﹤0.01%
322,916
+3,774
2403
$2.76M ﹤0.01%
164,321
+163,047
2404
$2.76M ﹤0.01%
174,197
+33,465
2405
$2.76M ﹤0.01%
27,544
+2,971
2406
$2.76M ﹤0.01%
80,261
+546
2407
$2.76M ﹤0.01%
65,477
+3,233
2408
$2.75M ﹤0.01%
578,502
+276,405
2409
$2.75M ﹤0.01%
106,220
+18,143
2410
$2.75M ﹤0.01%
103,305
+93,393
2411
$2.74M ﹤0.01%
85,712
-200,932
2412
$2.74M ﹤0.01%
21,009
+15,747
2413
$2.74M ﹤0.01%
204,549
+23,419
2414
$2.73M ﹤0.01%
280,265
+267,091
2415
$2.73M ﹤0.01%
32,380
-77,591
2416
$2.73M ﹤0.01%
779,703
+562,836
2417
$2.72M ﹤0.01%
68,104
-20,764
2418
$2.72M ﹤0.01%
1,519,478
-45,130
2419
$2.72M ﹤0.01%
301,237
+29,884
2420
$2.71M ﹤0.01%
16,291
+6,479
2421
$2.71M ﹤0.01%
83,764
-15,235
2422
$2.7M ﹤0.01%
46,778
-22,102
2423
$2.7M ﹤0.01%
152,022
-1,703
2424
$2.7M ﹤0.01%
43,224
-21,456
2425
$2.69M ﹤0.01%
48,767
-24,156
95 96
97
98 99