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
4551
$585K ﹤0.01%
+24,580
4552
$584K ﹤0.01%
93,155
-4,384
4553
$584K ﹤0.01%
22,069
+21,209
4554
$582K ﹤0.01%
17,044
-103
4555
$581K ﹤0.01%
18,444
-5,851
4556
$581K ﹤0.01%
418,132
-3,264
4557
$581K ﹤0.01%
71,108
-52,371
4558
$579K ﹤0.01%
9,642
+9,588
4559
$577K ﹤0.01%
288,482
+76,918
4560
$576K ﹤0.01%
323,710
+34,743
4561
$575K ﹤0.01%
94,020
-21,084
4562
$574K ﹤0.01%
139,713
+128,980
4563
$574K ﹤0.01%
34,466
+11,301
4564
$573K ﹤0.01%
140,054
+18,886
4565
$573K ﹤0.01%
172,513
-45,367
4566
$572K ﹤0.01%
76,531
-3,108
4567
$571K ﹤0.01%
20,657
-24,939
4568
$570K ﹤0.01%
15,612
-1,410
4569
$567K ﹤0.01%
22,070
+9,788
4570
$567K ﹤0.01%
457,249
+333,289
4571
$567K ﹤0.01%
32,147
-1,569
4572
$566K ﹤0.01%
20,893
-7,870
4573
$565K ﹤0.01%
22,255
-335,882
4574
$564K ﹤0.01%
22,594
+1,254
4575
$562K ﹤0.01%
80,226
-149,710
181 182
183
184 185