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
4651
$81K ﹤0.01%
1,500
-1,769
4652
$80K ﹤0.01%
16,879
-10,554
4653
$80K ﹤0.01%
5,903
-1,958
4654
$80K ﹤0.01%
2,598
+803
4655
$80K ﹤0.01%
5,952
-3,041
4656
$80K ﹤0.01%
44,526
+44,047
4657
$80K ﹤0.01%
4,450
-34,443
4658
$80K ﹤0.01%
15,996
+7,881
4659
$80K ﹤0.01%
1,866
+1,293
4660
$79K ﹤0.01%
1,084
-186
4661
$79K ﹤0.01%
4,898
+1,665
4662
$79K ﹤0.01%
1,178
-24,786
4663
$79K ﹤0.01%
4,340
-3,773
4664
$79K ﹤0.01%
4,116
-2,506
4665
$79K ﹤0.01%
+2,146
4666
$79K ﹤0.01%
5,169
-1,666
4667
$79K ﹤0.01%
6,007
+5,414
4668
$79K ﹤0.01%
37,412
-21,932
4669
$78K ﹤0.01%
1,088
+703
4670
$78K ﹤0.01%
23,513
+3,459
4671
$78K ﹤0.01%
+41,134
4672
$78K ﹤0.01%
10,867
4673
$78K ﹤0.01%
3,085
+651
4674
$78K ﹤0.01%
5,463
-4,320
4675
$78K ﹤0.01%
506
+225
185 186
187
188 189