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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$670M
3
+$663M
4
GLD icon
SPDR Gold Trust
GLD
+$534M
5
JPM icon
JPMorgan Chase
JPM
+$511M

Top Sells

1
+$726M
2
+$562M
3
+$557M
4
PSX icon
Phillips 66
PSX
+$548M
5
BA icon
Boeing
BA
+$465M

Sector Composition

1 Technology 19.87%
2 Financials 12.04%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3526
$2.53M ﹤0.01%
258,139
+15,654
3527
$2.52M ﹤0.01%
+174,583
3528
$2.51M ﹤0.01%
42,283
+2,779
3529
$2.51M ﹤0.01%
109,108
+6,579
3530
$2.51M ﹤0.01%
87,032
+8,848
3531
$2.51M ﹤0.01%
593,927
+128,484
3532
$2.51M ﹤0.01%
205,886
-1,415,558
3533
$2.5M ﹤0.01%
229,154
-747,413
3534
$2.5M ﹤0.01%
98,365
+60,552
3535
$2.49M ﹤0.01%
675,988
+457,250
3536
$2.49M ﹤0.01%
92,257
+21,258
3537
$2.48M ﹤0.01%
26,234
+8,282
3538
$2.47M ﹤0.01%
56,408
+550
3539
$2.47M ﹤0.01%
543,719
+305,922
3540
$2.46M ﹤0.01%
113,899
+55,018
3541
$2.46M ﹤0.01%
78,094
-113,162
3542
$2.46M ﹤0.01%
134,641
-18,301
3543
$2.46M ﹤0.01%
32,857
+20,529
3544
$2.46M ﹤0.01%
253,808
-52,348
3545
$2.46M ﹤0.01%
571,728
+423,627
3546
$2.45M ﹤0.01%
42,280
-10,632
3547
$2.45M ﹤0.01%
611,528
-54,205
3548
$2.45M ﹤0.01%
187,863
-207,924
3549
$2.45M ﹤0.01%
106,328
-30,969
3550
$2.44M ﹤0.01%
208,716
-138,485
140 141
142
143 144