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
4426
$107K ﹤0.01%
11,059
-58,046
4427
$107K ﹤0.01%
13,523
-15,576
4428
$107K ﹤0.01%
3,850
+2,680
4429
$107K ﹤0.01%
+4,063
4430
$106K ﹤0.01%
10,006
-11,044
4431
$106K ﹤0.01%
394
-623
4432
$106K ﹤0.01%
3,661
+228
4433
$106K ﹤0.01%
+3,783
4434
$106K ﹤0.01%
2,400
4435
$105K ﹤0.01%
5,785
-1,285
4436
$105K ﹤0.01%
+8,132
4437
$105K ﹤0.01%
7,282
+4,090
4438
$105K ﹤0.01%
7,960
+1,162
4439
$105K ﹤0.01%
5,317
+2,039
4440
$105K ﹤0.01%
37,507
-7,338
4441
$105K ﹤0.01%
9,709
-4,037
4442
$105K ﹤0.01%
1,414
+687
4443
$105K ﹤0.01%
+10,000
4444
$104K ﹤0.01%
8,213
-4,680
4445
$104K ﹤0.01%
7,406
-3,467
4446
$104K ﹤0.01%
+3,706
4447
$104K ﹤0.01%
1,884
-975
4448
$104K ﹤0.01%
36,604
-4,019
4449
$104K ﹤0.01%
2,351
-1,635
4450
$104K ﹤0.01%
1,167
-9,049
176 177
178
179 180