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
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.12B
3
+$1.43B
4
AMZN icon
Amazon
AMZN
+$1.14B
5
META icon
Meta Platforms (Facebook)
META
+$950M

Top Sells

1
+$530M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
SPLK
Splunk Inc
SPLK
+$194M

Sector Composition

1 Technology 20.23%
2 Financials 10.34%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$229M 0.08%
1,939,473
-21,624
252
$229M 0.08%
4,665,441
+1,968,691
253
$229M 0.08%
2,369,543
+314,778
254
$228M 0.08%
185,061
+148,628
255
$226M 0.07%
2,048,994
-95,069
256
$225M 0.07%
1,307,768
+346,684
257
$224M 0.07%
859,621
+93,215
258
$223M 0.07%
770,820
+95,580
259
$222M 0.07%
6,049,508
+5,694,948
260
$220M 0.07%
604,492
+242,700
261
$218M 0.07%
1,883,876
+60,220
262
$218M 0.07%
1,655,298
-581,553
263
$218M 0.07%
2,842,782
+100,077
264
$217M 0.07%
2,700,821
+163,940
265
$217M 0.07%
2,284,089
+207,061
266
$217M 0.07%
3,859,788
+550,859
267
$216M 0.07%
3,735,223
+153,003
268
$216M 0.07%
1,804,849
-4,221
269
$215M 0.07%
1,481,619
+24,029
270
$214M 0.07%
1,710,314
-5,310
271
$214M 0.07%
5,800,118
+3,250,458
272
$214M 0.07%
686,914
+32,212
273
$214M 0.07%
945,333
+186,513
274
$212M 0.07%
781,326
+136,620
275
$211M 0.07%
4,991,190
-849,746
9 10
11
12 13