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
451
$53M 0.03%
177,847
+13,873
452
$52.8M 0.03%
413,019
-193,995
453
$52.8M 0.03%
497,788
+162,429
454
$52.8M 0.03%
2,262,266
-473,336
455
$52.2M 0.03%
478,858
-14,379
456
$52.1M 0.03%
1,265,832
-808,133
457
$52.1M 0.03%
4,188,075
-310,888
458
$52M 0.03%
101,875
-10,161
459
$51.8M 0.03%
364,718
-258,298
460
$51.8M 0.03%
533,585
+243,972
461
$51.6M 0.03%
370,342
+8,034
462
$51.5M 0.03%
+2,318,855
463
$51.5M 0.03%
1,633,709
-653,642
464
$51.5M 0.03%
458,642
-207,113
465
$51.1M 0.03%
8,412,625
-218,103
466
$51.1M 0.03%
1,320,937
+43,897
467
$51.1M 0.03%
191
-26
468
$51M 0.03%
2,388,791
+889,128
469
$51M 0.03%
1,172,356
+333,585
470
$51M 0.03%
1,584,118
-186,021
471
$50.8M 0.03%
927,380
+262,600
472
$50.7M 0.03%
974,638
-356,021
473
$50.4M 0.03%
151,126
+2,680
474
$50.3M 0.03%
353,415
+110,517
475
$50.3M 0.03%
719,218
+248,879
17 18
19
20 21