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
3426
$1.2M ﹤0.01%
147,552
-738
3427
$1.2M ﹤0.01%
166,887
+46,710
3428
$1.2M ﹤0.01%
61,394
-1,849
3429
$1.2M ﹤0.01%
64,079
-105,624
3430
$1.2M ﹤0.01%
33,091
-7,020
3431
$1.19M ﹤0.01%
202,783
+43,831
3432
$1.19M ﹤0.01%
22,192
-3,008
3433
$1.19M ﹤0.01%
8,376
-9,052
3434
$1.19M ﹤0.01%
191,626
-652,273
3435
$1.19M ﹤0.01%
316,523
+5,218
3436
$1.19M ﹤0.01%
113,143
+6,955
3437
$1.19M ﹤0.01%
39,833
+6,470
3438
$1.18M ﹤0.01%
82,623
+7,188
3439
$1.18M ﹤0.01%
23,029
-1,613
3440
$1.18M ﹤0.01%
25,221
+3,609
3441
$1.18M ﹤0.01%
53,615
+51,501
3442
$1.18M ﹤0.01%
23,575
+692
3443
$1.17M ﹤0.01%
110,529
+5,849
3444
$1.17M ﹤0.01%
414,843
+255,545
3445
$1.17M ﹤0.01%
43,741
+7,443
3446
$1.16M ﹤0.01%
7,772
-983
3447
$1.16M ﹤0.01%
25,618
-25,530
3448
$1.15M ﹤0.01%
38,653
+2,411
3449
$1.15M ﹤0.01%
37,426
-6,254
3450
$1.15M ﹤0.01%
34,235
+1,025
136 137
138
139 140