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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.76B
2
+$447M
3
+$336M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$294M
5
GSK icon
GSK
GSK
+$255M

Top Sells

1
+$937M
2
+$511M
3
+$402M
4
BIDU icon
Baidu
BIDU
+$338M
5
AAPL icon
Apple
AAPL
+$331M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.52B 2.92%
27,668,696
-1,730,568
2
$5.57B 2.49%
45,594,658
-2,579,448
3
$4.04B 1.81%
10,197,588
-470,322
4
$4.01B 1.79%
17,668,523
+11,240,906
5
$3.84B 1.72%
24,816,600
-1,034,100
6
$2.99B 1.34%
9,381,475
+919,389
7
$2.65B 1.18%
17,389,883
-433,614
8
$2.64B 1.18%
25,553,560
-2,867,420
9
$2.22B 0.99%
7,266,397
-373,225
10
$2.03B 0.91%
12,356,764
+336,819
11
$1.97B 0.88%
8,936,188
+50,815
12
$1.79B 0.8%
6,064,103
-390,736
13
$1.73B 0.77%
27,049,666
-4,418,001
14
$1.64B 0.73%
7,760,086
-258,002
15
$1.52B 0.68%
3,819,440
+1,153,385
16
$1.46B 0.65%
7,924,455
+379,097
17
$1.45B 0.65%
28,099,723
-1,798,778
18
$1.44B 0.64%
13,935,660
-2,313,200
19
$1.42B 0.63%
5,823,138
-219,879
20
$1.4B 0.63%
5,462,564
+2,146
21
$1.39B 0.62%
19,324,057
+318,857
22
$1.39B 0.62%
5,039,898
-458,460
23
$1.37B 0.61%
10,089,334
-1,121,749
24
$1.35B 0.6%
6,108,856
+249,569
25
$1.32B 0.59%
11,202,363
-1,176,359
1
2 3 4 5