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
3201
$1.54M ﹤0.01%
48,039
+11,780
3202
$1.54M ﹤0.01%
41,819
-7,648
3203
$1.54M ﹤0.01%
75,734
-23,772
3204
$1.54M ﹤0.01%
46,310
-49,022
3205
$1.53M ﹤0.01%
84,647
+231
3206
$1.53M ﹤0.01%
18,590
-1,580
3207
$1.53M ﹤0.01%
102,143
-5,391
3208
$1.53M ﹤0.01%
65,831
-23,706
3209
$1.53M ﹤0.01%
20,323
-5,667
3210
$1.53M ﹤0.01%
151,689
-1,303
3211
$1.52M ﹤0.01%
44,449
+36,552
3212
$1.52M ﹤0.01%
47,805
+1,618
3213
$1.52M ﹤0.01%
18,536
-1,018
3214
$1.52M ﹤0.01%
39,563
-72,177
3215
$1.52M ﹤0.01%
23,890
-49,838
3216
$1.52M ﹤0.01%
21,621
-7,395
3217
$1.52M ﹤0.01%
30,083
-4,380
3218
$1.52M ﹤0.01%
213,953
+5,886
3219
$1.52M ﹤0.01%
87,849
+1,748
3220
$1.52M ﹤0.01%
24,128
-5,233
3221
$1.52M ﹤0.01%
96,846
-42,889
3222
$1.51M ﹤0.01%
154,729
+3,517
3223
$1.51M ﹤0.01%
31,382
+4,553
3224
$1.51M ﹤0.01%
138,671
-10,051
3225
$1.51M ﹤0.01%
171,087
-62,476
127 128
129
130 131