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
$175B
AUM Growth
-$19.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,663
New
Increased
Reduced
Closed

Top Buys

1
+$324M
2
+$241M
3
+$150M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$142M
5
UBS icon
UBS Group
UBS
+$140M

Top Sells

1
+$630M
2
+$608M
3
+$368M
4
TSLA icon
Tesla
TSLA
+$339M
5
AMZN icon
Amazon
AMZN
+$301M

Sector Composition

1 Technology 14.17%
2 Financials 8.69%
3 Healthcare 8.49%
4 Consumer Discretionary 6.5%
5 Industrials 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.71B 3.26%
24,523,998
-766,237
2
$5.32B 3.04%
38,482,358
-1,183,698
3
$3.5B 2%
9,789,329
+816,298
4
$2.69B 1.54%
23,788,663
-2,379,524
5
$2.07B 1.18%
21,625,781
-2,171,979
6
$1.78B 1.01%
122,413,170
+8,716,057
7
$1.71B 0.98%
10,467,091
-183,328
8
$1.71B 0.98%
16,341,872
-504,122
9
$1.66B 0.95%
5,998,008
-38,596
10
$1.61B 0.92%
13,010,275
+367,762
11
$1.4B 0.8%
2,762,809
-109,538
12
$1.33B 0.76%
4,985,171
-2,014,959
13
$1.32B 0.76%
9,869,008
+116,678
14
$1.29B 0.73%
7,243,146
-398,019
15
$1.28B 0.73%
6,062,979
+198,735
16
$1.27B 0.73%
13,252,354
-1,105,066
17
$1.22B 0.69%
9,625,603
+195,573
18
$1.19B 0.68%
22,620,188
-132,760
19
$1.16B 0.66%
5,404,595
-19,486
20
$1.15B 0.66%
6,124,745
-53,934
21
$1.1B 0.63%
3,074,856
-922,051
22
$1.08B 0.62%
4,701,743
-91,900
23
$1.04B 0.6%
2,211,465
-103,961
24
$1.03B 0.59%
18,454,072
-900,974
25
$1.02B 0.58%
7,515,747
+99,174
1
2 3 4 5