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
4601
$85K ﹤0.01%
3,059
-1,805
4602
$85K ﹤0.01%
2,530
-284
4603
$85K ﹤0.01%
19,829
-9,919
4604
$84K ﹤0.01%
19,210
-10,312
4605
$84K ﹤0.01%
8,043
+7,562
4606
$84K ﹤0.01%
3,200
+1,405
4607
$84K ﹤0.01%
15,530
-10,937
4608
$84K ﹤0.01%
6,515
-1,562
4609
$84K ﹤0.01%
3,222
-161
4610
$84K ﹤0.01%
19,845
-6,561
4611
$83K ﹤0.01%
8,258
+2,471
4612
$83K ﹤0.01%
3,527
-2,525
4613
$83K ﹤0.01%
38,294
+29,297
4614
$83K ﹤0.01%
3,187
-1,484
4615
– –
0
4616
$83K ﹤0.01%
11,987
-18,315
4617
$83K ﹤0.01%
+5,945
4618
$83K ﹤0.01%
+2,207
4619
$83K ﹤0.01%
2,194
+87
4620
$83K ﹤0.01%
2,425
-1,349
4621
$83K ﹤0.01%
6,100
-4,305
4622
$83K ﹤0.01%
5,183
-4,746
4623
$83K ﹤0.01%
3,322
-2,916
4624
$82K ﹤0.01%
15,896
-266,307
4625
$82K ﹤0.01%
14,077
+9,978
183 184
185
186 187