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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,622
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$786M
3
+$666M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$445M
5
UBS icon
UBS Group
UBS
+$416M

Top Sells

1
+$1.06B
2
+$665M
3
+$528M
4
AAPL icon
Apple
AAPL
+$503M
5
AMZN icon
Amazon
AMZN
+$468M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$123M 0.07%
2,127,552
-196,166
252
$122M 0.07%
2,324,474
+66,915
253
$122M 0.07%
2,581,454
+184,738
254
$122M 0.07%
2,550,004
-53,864
255
$122M 0.07%
1,105,200
+849,320
256
$122M 0.07%
3,995,622
+3,746,993
257
$122M 0.07%
1,159,947
+702,699
258
$120M 0.07%
4,741,298
+34,410
259
$119M 0.07%
1,804,499
-516,738
260
$118M 0.07%
3,726,134
+2,337,110
261
$118M 0.07%
4,043,386
-181,945
262
$117M 0.07%
7,522,602
+1,153,684
263
$115M 0.07%
4,088,700
-661,116
264
$111M 0.06%
695,484
-34,605
265
$111M 0.06%
876,292
-9,680
266
$111M 0.06%
5,033,281
-1,220,802
267
$110M 0.06%
2,201,263
+1,320,167
268
$110M 0.06%
964,855
+28,033
269
$110M 0.06%
3,473,462
+641,327
270
$109M 0.06%
3,370,185
-284,718
271
$108M 0.06%
2,287,452
-170,563
272
$108M 0.06%
2,112,274
+152,112
273
$108M 0.06%
640,183
+41,443
274
$107M 0.06%
2,474,157
-128,144
275
$106M 0.06%
2,659,404
+50,720
9 10
11
12 13