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
$202B
AUM Growth
+$18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,832
New
Increased
Reduced
Closed

Top Buys

1
+$585M
2
+$389M
3
+$383M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$345M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$341M

Top Sells

1
+$482M
2
+$416M
3
+$402M
4
BABA icon
Alibaba
BABA
+$295M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$234M

Sector Composition

1 Technology 13.6%
2 Consumer Discretionary 8.54%
3 Financials 7.79%
4 Healthcare 7.68%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.46B 3.19%
30,715,180
-1,911,649
2
$5.37B 2.65%
46,368,119
-3,815,093
3
$4.49B 2.22%
13,396,093
+368,422
4
$4.26B 2.1%
27,042,600
-1,302,600
5
$2.93B 1.45%
48,535,103
+286,488
6
$2.44B 1.21%
8,799,341
+2,156,123
7
$2.21B 1.09%
7,969,776
-316,720
8
$2.2B 1.09%
12,464,233
+213,469
9
$2.03B 1%
27,749,520
-3,067,680
10
$2.01B 0.99%
8,850,313
-489,689
11
$1.99B 0.98%
37,707,582
-2,790,887
12
$1.95B 0.96%
13,067,453
-341,096
13
$1.79B 0.88%
28,079,692
-2,833,301
14
$1.72B 0.85%
17,816,088
-294,142
15
$1.7B 0.84%
5,796,319
-1,118,498
16
$1.69B 0.83%
8,433,850
-617,414
17
$1.66B 0.82%
11,959,828
-83,517
18
$1.65B 0.82%
6,316,425
-797,875
19
$1.62B 0.8%
15,478,449
-98,396
20
$1.44B 0.71%
27,820,610
-2,257,648
21
$1.39B 0.69%
124,928,969
-705,664
22
$1.38B 0.68%
9,191,965
+2,293,676
23
$1.34B 0.66%
6,177,069
-400,486
24
$1.29B 0.64%
2,637,844
-329,358
25
$1.28B 0.63%
5,643,994
+548,297
1
2 3 4 5