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
2426
$2.68M ﹤0.01%
51,486
-6,878
2427
$2.68M ﹤0.01%
181,635
-149,880
2428
$2.68M ﹤0.01%
351,031
-509,353
2429
$2.68M ﹤0.01%
194,784
+61,271
2430
$2.68M ﹤0.01%
33,269
+1,841
2431
$2.67M ﹤0.01%
460,380
+51,968
2432
$2.67M ﹤0.01%
40,456
-10,146
2433
$2.67M ﹤0.01%
42,743
-11,261
2434
$2.66M ﹤0.01%
285,254
+20,118
2435
$2.66M ﹤0.01%
35,316
-25,312
2436
$2.65M ﹤0.01%
65,402
+44,436
2437
$2.65M ﹤0.01%
142,842
+24,029
2438
$2.64M ﹤0.01%
27,186
-153,177
2439
$2.64M ﹤0.01%
+144,329
2440
$2.64M ﹤0.01%
496,420
-3,841
2441
$2.64M ﹤0.01%
84,901
+6,178
2442
$2.63M ﹤0.01%
236,370
+67,350
2443
$2.63M ﹤0.01%
61,735
-4,068
2444
$2.62M ﹤0.01%
50,538
-6,808
2445
$2.61M ﹤0.01%
43,613
-40,893
2446
$2.61M ﹤0.01%
51,269
-59,868
2447
$2.61M ﹤0.01%
158,304
-61,208
2448
$2.61M ﹤0.01%
64,980
-25,920
2449
$2.61M ﹤0.01%
314,515
+24,848
2450
$2.61M ﹤0.01%
320,597
+289,323
96 97
98
99 100