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
3276
$1.42M ﹤0.01%
38,385
-9,070
3277
$1.42M ﹤0.01%
15,610
+2,067
3278
$1.41M ﹤0.01%
89,608
-14,574
3279
$1.41M ﹤0.01%
393,017
+362,286
3280
$1.41M ﹤0.01%
56,591
+9,411
3281
$1.41M ﹤0.01%
3,904
-161
3282
$1.41M ﹤0.01%
17,929
-1,422
3283
$1.41M ﹤0.01%
26,595
+22,396
3284
$1.41M ﹤0.01%
112,971
-15,663
3285
$1.41M ﹤0.01%
170,261
+57,135
3286
$1.41M ﹤0.01%
300,126
+43,045
3287
$1.41M ﹤0.01%
30,820
-13,430
3288
$1.41M ﹤0.01%
136,128
+62,676
3289
$1.41M ﹤0.01%
205,139
+204,769
3290
$1.4M ﹤0.01%
41,653
+15,025
3291
$1.4M ﹤0.01%
116,905
+116,545
3292
$1.4M ﹤0.01%
10,778
-14,921
3293
$1.4M ﹤0.01%
14,274
+115
3294
$1.4M ﹤0.01%
65,174
-14,660
3295
$1.4M ﹤0.01%
68,290
-4,006
3296
$1.4M ﹤0.01%
874,798
+30,925
3297
$1.4M ﹤0.01%
57,590
+10,007
3298
$1.4M ﹤0.01%
37,483
-10,493
3299
$1.39M ﹤0.01%
39,368
+645
3300
$1.39M ﹤0.01%
38,340
+7,847
130 131
132
133 134