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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$422M
2
+$342M
3
+$328M
4
SHPG
Shire pic
SHPG
+$323M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$258M

Top Sells

1
+$658M
2
+$266M
3
+$264M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$250M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.46%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.05B 4.88%
32,056,096
+1,713,642
2
$2.39B 1.45%
139,181,749
-2,519,072
3
$2.26B 1.37%
58,783,528
-3,453,224
4
$2.14B 1.29%
28,691,874
+2,397,446
5
$2.09B 1.27%
30,525,122
+36,796
6
$1.65B 1%
25,650,140
+3,762,312
7
$1.55B 0.94%
28,655,037
+1,399,857
8
$1.51B 0.91%
9,230,317
+764,203
9
$1.45B 0.88%
11,188,043
+927,150
10
$1.42B 0.86%
37,178,386
+2,746,546
11
$1.39B 0.84%
28,622,620
+3,874,340
12
$1.36B 0.83%
7,977,900
+490,244
13
$1.24B 0.75%
12,459,687
+951,064
14
$1.24B 0.75%
12,998,096
+296,939
15
$1.16B 0.7%
28,514,510
+7,713,002
16
$1.15B 0.7%
8,699,013
+473,375
17
$1.14B 0.69%
9,693,277
+1,441,138
18
$1.11B 0.67%
14,894,235
+1,540,235
19
$1.09B 0.66%
7,367,882
+1,684,455
20
$1.08B 0.65%
42,629,260
+13,484,905
21
$1.03B 0.62%
14,108,953
+172,300
22
$991M 0.6%
12,737,331
+992,008
23
$989M 0.6%
6,727,095
+1,051,628
24
$974M 0.59%
22,443,100
+1,203,858
25
$956M 0.58%
6,573,438
-1,745,504
1
2 3 4 5