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
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$419M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$285M
5
TWTR
Twitter, Inc.
TWTR
+$258M

Top Sells

1
+$1.21B
2
+$1.14B
3
+$1.08B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$790M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$401M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$147M 0.08%
4,434,138
+3,986,330
227
$147M 0.08%
1,284,797
+106,596
228
$146M 0.08%
857,900
+32,933
229
$144M 0.08%
881,341
+33,294
230
$143M 0.08%
2,089,879
+159,615
231
$143M 0.08%
2,473,226
+572,487
232
$143M 0.08%
816,621
-42,938
233
$142M 0.08%
1,861,439
-385,925
234
$142M 0.08%
1,485,059
+256,766
235
$142M 0.08%
2,466,435
+52,291
236
$141M 0.08%
2,823,013
+4,640
237
$141M 0.08%
1,174,498
-230,462
238
$137M 0.07%
1,307,395
-538,868
239
$136M 0.07%
1,953,253
-365,031
240
$135M 0.07%
1,554,513
+441,510
241
$135M 0.07%
1,650,067
-1,466,250
242
$135M 0.07%
708,294
+223,170
243
$134M 0.07%
4,993,602
+154,225
244
$132M 0.07%
884,105
-30,136
245
$129M 0.07%
3,507,237
-727,466
246
$129M 0.07%
643,240
-31,423
247
$128M 0.07%
994,600
+30,791
248
$127M 0.07%
1,145,790
+269,175
249
$127M 0.07%
1,830,861
-169,806
250
$126M 0.07%
3,715,512
-782,247
8 9
10
11 12