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
2951
$2.09M ﹤0.01%
127,179
+1,073
2952
$2.09M ﹤0.01%
26,991
-11,019
2953
$2.09M ﹤0.01%
133,660
-8,303
2954
$2.08M ﹤0.01%
87,364
+2,382
2955
$2.08M ﹤0.01%
31,716
-157
2956
$2.08M ﹤0.01%
16,921
-1,825
2957
$2.08M ﹤0.01%
74,403
+50,166
2958
$2.08M ﹤0.01%
113,231
-4,845
2959
$2.08M ﹤0.01%
41,980
+588
2960
$2.08M ﹤0.01%
532,304
-19,113
2961
$2.07M ﹤0.01%
104,762
+19,346
2962
$2.06M ﹤0.01%
70,582
+30,687
2963
$2.06M ﹤0.01%
39,658
-12,255
2964
$2.06M ﹤0.01%
46,161
-4,833
2965
$2.06M ﹤0.01%
21,748
-2,777
2966
$2.06M ﹤0.01%
55,542
-6,499
2967
$2.06M ﹤0.01%
87,516
-165,884
2968
$2.05M ﹤0.01%
184,071
-12,700
2969
$2.05M ﹤0.01%
125,421
-19,662
2970
$2.05M ﹤0.01%
41,877
-6,378
2971
$2.04M ﹤0.01%
89,312
-7,197
2972
$2.04M ﹤0.01%
50,662
+374
2973
$2.04M ﹤0.01%
54,267
+48,038
2974
$2.04M ﹤0.01%
2,744,324
2975
$2.04M ﹤0.01%
72,708
-18,892
117 118
119
120 121