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
4251
$901K ﹤0.01%
63,138
+3,873
4252
$901K ﹤0.01%
83,187
-3,271
4253
$901K ﹤0.01%
39,488
-4,466
4254
$900K ﹤0.01%
13,816
-3,144
4255
$898K ﹤0.01%
30,673
+3,373
4256
$892K ﹤0.01%
66,196
-25,986
4257
$890K ﹤0.01%
12,218
+5,176
4258
$890K ﹤0.01%
53,200
-37,273
4259
$889K ﹤0.01%
307,684
+227,935
4260
$889K ﹤0.01%
152,174
-1,238
4261
$889K ﹤0.01%
699,731
+181,363
4262
$888K ﹤0.01%
16,849
+5,003
4263
$886K ﹤0.01%
140,899
-117,169
4264
$885K ﹤0.01%
38,565
-17,506
4265
$884K ﹤0.01%
8,801
+751
4266
$883K ﹤0.01%
17,728
-5,432
4267
$882K ﹤0.01%
60,506
-11,957
4268
$882K ﹤0.01%
61,428
+51,641
4269
$881K ﹤0.01%
60,415
-19,889
4270
$881K ﹤0.01%
54,732
+27,194
4271
$878K ﹤0.01%
218,521
+20,581
4272
$878K ﹤0.01%
+19,198
4273
$876K ﹤0.01%
170,112
-360,489
4274
$876K ﹤0.01%
186,737
+30,323
4275
$875K ﹤0.01%
188,198
-12,881
169 170
171
172 173