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
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$419M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$285M
5
TWTR
Twitter, Inc.
TWTR
+$258M

Top Sells

1
+$1.21B
2
+$1.14B
3
+$1.08B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$790M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$401M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3626
$355K ﹤0.01%
126,007
-10,855
3627
$354K ﹤0.01%
20,050
-9,001
3628
$354K ﹤0.01%
10,201
+8,053
3629
$354K ﹤0.01%
25,827
+5,824
3630
$353K ﹤0.01%
22,735
-6,497
3631
$352K ﹤0.01%
29,305
+10,674
3632
$350K ﹤0.01%
14,970
-5,858
3633
$350K ﹤0.01%
19,682
-10,738
3634
$350K ﹤0.01%
39,417
+12,755
3635
$350K ﹤0.01%
57,751
-9,420
3636
$349K ﹤0.01%
12,932
+8,718
3637
$348K ﹤0.01%
15,004
+267
3638
$347K ﹤0.01%
65,550
+12,325
3639
$347K ﹤0.01%
42,416
-29,596
3640
$347K ﹤0.01%
5,493
-6,142
3641
$346K ﹤0.01%
5,224
-15,299
3642
$346K ﹤0.01%
20,231
+1,810
3643
$346K ﹤0.01%
14,956
-400
3644
$345K ﹤0.01%
10,784
-15,555
3645
$343K ﹤0.01%
12,025
-18,559
3646
$343K ﹤0.01%
9,170
+8,595
3647
$343K ﹤0.01%
122,189
-185
3648
$342K ﹤0.01%
15,996
-10
3649
$342K ﹤0.01%
34,549
+20,489
3650
$339K ﹤0.01%
58,910
+56,131
144 145
146
147 148