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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,379
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$310M
3
+$286M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$282M
5
GLD icon
SPDR Gold Trust
GLD
+$276M

Top Sells

1
+$1.44B
2
+$638M
3
+$271M
4
BAC icon
Bank of America
BAC
+$219M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$190M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.22%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$560K ﹤0.01%
67,792
-5,003
3202
$557K ﹤0.01%
15,602
+7,149
3203
$555K ﹤0.01%
36,892
+26,669
3204
$551K ﹤0.01%
10,089
-3,002
3205
$551K ﹤0.01%
20,529
+3,452
3206
– –
0
3207
$549K ﹤0.01%
23,173
+4,496
3208
$548K ﹤0.01%
17,125
+13,359
3209
$548K ﹤0.01%
30,409
-31,442
3210
$548K ﹤0.01%
11,595
+895
3211
$548K ﹤0.01%
10,855
+401
3212
$548K ﹤0.01%
23,892
+23,380
3213
$547K ﹤0.01%
11,015
+8,935
3214
$546K ﹤0.01%
51,653
+14,776
3215
$545K ﹤0.01%
4,681
+3,538
3216
$545K ﹤0.01%
34,215
-9,993
3217
$543K ﹤0.01%
25,113
-2,721
3218
$542K ﹤0.01%
22,206
+2,280
3219
$542K ﹤0.01%
8,488
-2,646
3220
$542K ﹤0.01%
17,322
+1,284
3221
$540K ﹤0.01%
75,414
+16,896
3222
$540K ﹤0.01%
20,083
+6,849
3223
$539K ﹤0.01%
20,532
+3,017
3224
$538K ﹤0.01%
37,978
+14,601
3225
$538K ﹤0.01%
18,061
-7,654
127 128
129
130 131