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
3926
$1.42M ﹤0.01%
40,921
+586
3927
$1.42M ﹤0.01%
38,393
+22,835
3928
$1.42M ﹤0.01%
34,564
+980
3929
$1.41M ﹤0.01%
107,971
+66,885
3930
$1.41M ﹤0.01%
1,216,374
+101,294
3931
$1.41M ﹤0.01%
18,219
-116,247
3932
$1.4M ﹤0.01%
48,074
-6,103
3933
$1.4M ﹤0.01%
248,198
-14,083
3934
$1.4M ﹤0.01%
872,770
+114,918
3935
$1.39M ﹤0.01%
32,226
+1,210
3936
$1.39M ﹤0.01%
33,174
-1,446
3937
$1.39M ﹤0.01%
239,930
+131,477
3938
$1.39M ﹤0.01%
159,470
+29,112
3939
$1.39M ﹤0.01%
70,436
-16,752
3940
$1.39M ﹤0.01%
92,388
-155,056
3941
$1.38M ﹤0.01%
16,823
+16,737
3942
$1.38M ﹤0.01%
539,705
+112,818
3943
$1.38M ﹤0.01%
338,726
-83,869
3944
$1.38M ﹤0.01%
43,351
+13,127
3945
$1.38M ﹤0.01%
59,225
+17,107
3946
$1.38M ﹤0.01%
227,868
+111,755
3947
$1.37M ﹤0.01%
13,547
+12,672
3948
$1.37M ﹤0.01%
40,243
+4,731
3949
$1.37M ﹤0.01%
80,154
-51,588
3950
$1.36M ﹤0.01%
35,797
-3,044
156 157
158
159 160