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
4701
$75K ﹤0.01%
1,176
-3,320
4702
$75K ﹤0.01%
2,076
+1,456
4703
$75K ﹤0.01%
3,011
+2,017
4704
$75K ﹤0.01%
5,768
+1,016
4705
$75K ﹤0.01%
3,157
-2,183
4706
$75K ﹤0.01%
1,192
-938
4707
$75K ﹤0.01%
+2,962
4708
$75K ﹤0.01%
13,681
-9,578
4709
$75K ﹤0.01%
3,342
-4
4710
$75K ﹤0.01%
2,635
+1,270
4711
$74K ﹤0.01%
+2,960
4712
$74K ﹤0.01%
4,150
-2,636
4713
$74K ﹤0.01%
7,695
+3,695
4714
$74K ﹤0.01%
3,749
-1,741
4715
$74K ﹤0.01%
6,637
-5,314
4716
$74K ﹤0.01%
1,553
-1,253
4717
$74K ﹤0.01%
2,873
+1,813
4718
$74K ﹤0.01%
11,977
+9,768
4719
$74K ﹤0.01%
15,318
-8,789
4720
$74K ﹤0.01%
13,697
-5,794
4721
$74K ﹤0.01%
25,618
+330
4722
$74K ﹤0.01%
1,101
-447
4723
$74K ﹤0.01%
1,037
-10
4724
$73K ﹤0.01%
6,729
-2,727
4725
$73K ﹤0.01%
70,160
-3,604
187 188
189
190 191