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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$670M
3
+$663M
4
GLD icon
SPDR Gold Trust
GLD
+$534M
5
JPM icon
JPMorgan Chase
JPM
+$511M

Top Sells

1
+$726M
2
+$562M
3
+$557M
4
PSX icon
Phillips 66
PSX
+$548M
5
BA icon
Boeing
BA
+$465M

Sector Composition

1 Technology 19.87%
2 Financials 12.04%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4876
$360K ﹤0.01%
58,342
-129
4877
$359K ﹤0.01%
25,737
+4,184
4878
$359K ﹤0.01%
12,878
+3,500
4879
$358K ﹤0.01%
65,399
-35,649
4880
$358K ﹤0.01%
54,123
+6,977
4881
$357K ﹤0.01%
4,352
+2,143
4882
$357K ﹤0.01%
19,969
+2,268
4883
$357K ﹤0.01%
9,443
+6,111
4884
$357K ﹤0.01%
16,865
+15,065
4885
$356K ﹤0.01%
309,612
-3,472,971
4886
$353K ﹤0.01%
233,981
-20,456
4887
$353K ﹤0.01%
48,458
-139,487
4888
$352K ﹤0.01%
5,959
+4,752
4889
$352K ﹤0.01%
62,416
-23,448
4890
$351K ﹤0.01%
26,159
-47,644
4891
$351K ﹤0.01%
57,681
-37,621
4892
$351K ﹤0.01%
23,684
+23,650
4893
$350K ﹤0.01%
93,612
+83,893
4894
$349K ﹤0.01%
79,016
+61,610
4895
$349K ﹤0.01%
158,739
-737
4896
$348K ﹤0.01%
33,883
+8,721
4897
$347K ﹤0.01%
9,712
-2,066
4898
$347K ﹤0.01%
67,976
-14,302
4899
$346K ﹤0.01%
116,950
-55,796
4900
$346K ﹤0.01%
370,749
+242,157
194 195
196
197 198