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
2726
$2.68M ﹤0.01%
168,432
-62,844
2727
$2.66M ﹤0.01%
118,354
-2,660
2728
$2.66M ﹤0.01%
182,642
-7,562
2729
$2.66M ﹤0.01%
63,703
-22,516
2730
$2.66M ﹤0.01%
134,335
-58,586
2731
$2.65M ﹤0.01%
252,136
+738
2732
$2.65M ﹤0.01%
57,990
+25,892
2733
$2.65M ﹤0.01%
76,909
+19,582
2734
$2.64M ﹤0.01%
37,817
+1,053
2735
$2.64M ﹤0.01%
106,747
-23,488
2736
$2.64M ﹤0.01%
288,842
+113,914
2737
$2.63M ﹤0.01%
68,125
-82,558
2738
$2.63M ﹤0.01%
180,681
-2,825
2739
$2.63M ﹤0.01%
52,473
-7,249
2740
$2.63M ﹤0.01%
116,392
+99,293
2741
$2.63M ﹤0.01%
412,402
+101,718
2742
$2.62M ﹤0.01%
+161,743
2743
$2.62M ﹤0.01%
166,438
+40,115
2744
$2.62M ﹤0.01%
34,086
+31,789
2745
$2.61M ﹤0.01%
52,846
+20,205
2746
$2.61M ﹤0.01%
39,699
+28,397
2747
$2.6M ﹤0.01%
38,360
-4,837
2748
$2.6M ﹤0.01%
233,573
-31,052
2749
$2.6M ﹤0.01%
112,351
+112,276
2750
$2.6M ﹤0.01%
15,682
-29,509
108 109
110
111 112