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
2451
$1.35M ﹤0.01%
20,804
-11,539
2452
$1.35M ﹤0.01%
91,595
-27,852
2453
$1.35M ﹤0.01%
38,248
-17,699
2454
$1.34M ﹤0.01%
26,192
-5,500
2455
$1.34M ﹤0.01%
9,053
-11,176
2456
$1.34M ﹤0.01%
9,301
-57,569
2457
$1.34M ﹤0.01%
22,602
-2,850
2458
$1.34M ﹤0.01%
47,765
-52,223
2459
$1.34M ﹤0.01%
28,725
-22,246
2460
$1.33M ﹤0.01%
122,879
-261,829
2461
$1.33M ﹤0.01%
88,911
+37,298
2462
$1.33M ﹤0.01%
89,316
-51,372
2463
$1.33M ﹤0.01%
+60,156
2464
$1.33M ﹤0.01%
35,411
+4,101
2465
$1.32M ﹤0.01%
80,265
-10,618
2466
$1.32M ﹤0.01%
114,166
-7,253
2467
$1.32M ﹤0.01%
78,458
-184,355
2468
$1.32M ﹤0.01%
20,051
-89,603
2469
$1.31M ﹤0.01%
68,315
-8,897
2470
$1.31M ﹤0.01%
148,477
-43,042
2471
$1.3M ﹤0.01%
224,441
+98,829
2472
$1.3M ﹤0.01%
33,311
-45,341
2473
$1.3M ﹤0.01%
174,094
-156,930
2474
$1.29M ﹤0.01%
107,335
-123,156
2475
$1.29M ﹤0.01%
92,139
-1,388,617
97 98
99
100 101