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
$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
1
$6.08B 3.71%
38,569,521
-5,032,871
2
$4.05B 2.47%
15,726,565
+2,734,208
3
$3.34B 2.04%
52,604,184
-10,881,604
4
$3.04B 1.86%
31,223,560
-271,200
5
$2.43B 1.48%
48,714,446
+3,074,705
6
$2.14B 1.3%
36,757,980
-4,037,660
7
$1.84B 1.12%
34,005,438
-5,406,408
8
$1.78B 1.09%
13,595,605
-1,317,770
9
$1.74B 1.06%
32,613,147
+3,831,234
10
$1.74B 1.06%
9,308,054
-1,663,907
11
$1.69B 1.03%
41,870,978
-7,848,475
12
$1.68B 1.03%
10,715,671
-408,812
13
$1.58B 0.97%
17,591,638
-3,419,944
14
$1.56B 0.95%
17,477,946
+757,655
15
$1.5B 0.92%
161,866,451
+31,886,973
16
$1.48B 0.91%
9,206,544
-1,257,125
17
$1.47B 0.9%
7,723,119
+2,170,369
18
$1.44B 0.88%
13,131,899
-1,543,683
19
$1.4B 0.86%
50,131,621
+5,630,154
20
$1.33B 0.81%
7,979,659
-1,073,835
21
$1.23B 0.75%
13,642,003
-1,299,517
22
$1.22B 0.75%
31,084,656
+5,322,171
23
$1.21B 0.74%
6,853,356
+429,597
24
$1.17B 0.72%
8,913,600
+175,752
25
$1.13B 0.69%
32,924,195
-6,320,255
1
2 3 4 5