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
2451
$2.61M ﹤0.01%
+131,000
2452
$2.61M ﹤0.01%
81,660
+51,700
2453
$2.6M ﹤0.01%
53,844
-4,639
2454
$2.6M ﹤0.01%
53,537
-169
2455
$2.6M ﹤0.01%
152,311
+92,364
2456
$2.6M ﹤0.01%
77,371
-28,132
2457
$2.6M ﹤0.01%
56,589
-5,083
2458
$2.59M ﹤0.01%
101,693
-16,721
2459
$2.59M ﹤0.01%
59,643
-9,228
2460
$2.59M ﹤0.01%
109,408
-109,450
2461
$2.59M ﹤0.01%
78,831
-34,233
2462
$2.58M ﹤0.01%
20,943
+4,962
2463
$2.58M ﹤0.01%
19,368
+31
2464
$2.58M ﹤0.01%
60,855
-102,359
2465
$2.58M ﹤0.01%
91,298
-265,755
2466
$2.56M ﹤0.01%
127,364
+23,449
2467
$2.56M ﹤0.01%
245,608
-3,105
2468
$2.55M ﹤0.01%
94,524
+19,111
2469
$2.55M ﹤0.01%
68,388
-55,494
2470
$2.54M ﹤0.01%
210,532
-35,332
2471
$2.54M ﹤0.01%
165,207
-72,608
2472
$2.54M ﹤0.01%
307,811
+196,844
2473
$2.54M ﹤0.01%
46,195
-7,683
2474
$2.54M ﹤0.01%
123,850
-51,629
2475
$2.53M ﹤0.01%
265,151
+55,195
97 98
99
100 101