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
4926
$56K ﹤0.01%
1,346
+164
4927
$56K ﹤0.01%
+2,081
4928
$56K ﹤0.01%
3,041
-2,731
4929
$56K ﹤0.01%
1,716
+440
4930
$56K ﹤0.01%
2,282
-1,581
4931
$56K ﹤0.01%
10,364
+6,316
4932
$55K ﹤0.01%
2,167
+200
4933
$55K ﹤0.01%
3,802
-700
4934
$55K ﹤0.01%
2,352
-17,937
4935
$55K ﹤0.01%
5,890
-850
4936
$55K ﹤0.01%
3,881
+2,270
4937
$55K ﹤0.01%
+1,544
4938
$55K ﹤0.01%
1,683
-401
4939
$55K ﹤0.01%
1,209
+703
4940
$55K ﹤0.01%
1,649
+1,211
4941
$55K ﹤0.01%
8,193
-5,568
4942
$55K ﹤0.01%
2,174
+200
4943
$55K ﹤0.01%
+698
4944
$55K ﹤0.01%
2,181
-120
4945
$55K ﹤0.01%
+2,124
4946
$54K ﹤0.01%
1,736
-2,360
4947
$54K ﹤0.01%
6,487
+752
4948
$54K ﹤0.01%
3,815
+3,113
4949
$54K ﹤0.01%
3,222
-3,723
4950
$54K ﹤0.01%
6,461
-1,357
196 197
198
199 200