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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.21B
2
+$855M
3
+$810M
4
AMD icon
Advanced Micro Devices
AMD
+$805M
5
BA icon
Boeing
BA
+$739M

Top Sells

1
+$561M
2
+$169M
3
+$161M
4
U icon
Unity
U
+$158M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$127M

Sector Composition

1 Technology 22.43%
2 Financials 10.99%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3B 3.42%
60,933,369
+1,770,074
2
$14.4B 3.24%
34,264,202
+1,901,702
3
$13.5B 3.02%
100,215,636
+3,225,772
4
$8.22B 1.84%
37,463,181
+847,572
5
$6.18B 1.38%
26,637,735
+696,909
6
$5.85B 1.31%
9,976,397
+1,451,260
7
$5.81B 1.3%
30,717,652
+957,935
8
$5.76B 1.29%
9,832,349
+277,825
9
$4.78B 1.07%
19,961,287
+852,409
10
$4.66B 1.04%
153,584,812
-1,880,167
11
$4.18B 0.94%
21,943,994
-264,670
12
$3.89B 0.87%
12,297,057
+107,175
13
$3.04B 0.68%
5,943,191
+715,300
14
$2.93B 0.66%
7,260,940
+616,314
15
$2.63B 0.59%
3,401,139
-194,780
16
$2.6B 0.58%
5,136,318
-986,770
17
$2.53B 0.57%
6,514,050
+504,600
18
$2.49B 0.56%
6,196,539
-77,167
19
$2.48B 0.56%
5,469,250
-154,029
20
$2.44B 0.55%
2,664,603
+75,958
21
$2.44B 0.55%
5,939,780
+148,757
22
$2.28B 0.51%
3,876,820
+572,823
23
$2.24B 0.5%
13,221,827
+225,726
24
$2.24B 0.5%
12,580,208
+1,086,102
25
$2.18B 0.49%
13,008,586
+164,259
1
2 3 4 5