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
$237B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,189
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$418M
3
+$358M
4
UBS icon
UBS Group
UBS
+$272M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$225M

Top Sells

1
+$2.65B
2
+$499M
3
+$479M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$449M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$379M

Sector Composition

1 Technology 15.52%
2 Financials 9.63%
3 Consumer Discretionary 8.23%
4 Healthcare 7.95%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.23B 3.05%
26,700,955
-967,741
2
$6.16B 2.6%
45,011,103
-583,555
3
$4.7B 1.98%
27,330,720
+2,514,120
4
$3.9B 1.64%
9,120,958
-1,076,630
5
$3.08B 1.3%
25,200,220
-353,340
6
$2.8B 1.18%
7,896,052
-1,485,423
7
$2.69B 1.13%
17,293,217
-96,666
8
$2.5B 1.05%
7,178,643
+1,114,540
9
$2.38B 1%
7,450,439
+184,042
10
$2.22B 0.94%
144,795,260
+17,231,816
11
$2.2B 0.93%
9,588,181
+651,993
12
$1.99B 0.84%
12,097,468
-259,296
13
$1.83B 0.77%
14,611,860
+676,200
14
$1.82B 0.77%
7,787,376
+27,290
15
$1.66B 0.7%
3,870,100
+50,660
16
$1.59B 0.67%
5,871,114
+47,976
17
$1.59B 0.67%
5,548,177
+85,613
18
$1.57B 0.66%
78,278,600
-12,486,080
19
$1.54B 0.65%
28,995,141
+895,418
20
$1.5B 0.63%
19,996,659
+672,602
21
$1.5B 0.63%
8,507,827
+583,372
22
$1.49B 0.63%
26,618,170
-431,496
23
$1.48B 0.63%
2,534,706
-48,872
24
$1.47B 0.62%
6,203,590
+94,734
25
$1.45B 0.61%
4,904,731
-135,167
1
2 3 4 5