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
4726
$73K ﹤0.01%
2,254
-1,574
4727
$73K ﹤0.01%
15,191
+7,337
4728
$73K ﹤0.01%
5,166
+307
4729
$73K ﹤0.01%
2,109
+593
4730
$73K ﹤0.01%
1,307
-1,540
4731
$73K ﹤0.01%
+782
4732
$73K ﹤0.01%
5,952
-3,575
4733
$73K ﹤0.01%
3,590
-107
4734
$72K ﹤0.01%
199
-199
4735
$72K ﹤0.01%
1,259
+759
4736
$72K ﹤0.01%
2,683
-2,054
4737
$72K ﹤0.01%
23,617
+12,230
4738
$72K ﹤0.01%
2,922
-862
4739
$72K ﹤0.01%
3,378
+2,485
4740
$72K ﹤0.01%
4,035
+2,912
4741
$72K ﹤0.01%
6,071
-1,156
4742
$72K ﹤0.01%
12,471
-8,634
4743
$72K ﹤0.01%
2,054
-193
4744
$72K ﹤0.01%
9,488
+85
4745
$72K ﹤0.01%
2,335
+1,386
4746
$72K ﹤0.01%
5,259
-1,203
4747
$71K ﹤0.01%
171
+141
4748
$71K ﹤0.01%
2,856
+921
4749
$71K ﹤0.01%
9,519
-6,846
4750
$71K ﹤0.01%
8,831
+103
188 189
190
191 192