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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,622
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$786M
3
+$666M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$445M
5
UBS icon
UBS Group
UBS
+$416M

Top Sells

1
+$1.06B
2
+$665M
3
+$528M
4
AAPL icon
Apple
AAPL
+$503M
5
AMZN icon
Amazon
AMZN
+$468M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11B 0.64%
7,182,239
+208,806
27
$1.11B 0.64%
25,531,275
-1,184,554
28
$1.09B 0.63%
82,790,811
+43,881,264
29
$1.09B 0.63%
4,370,256
-276,368
30
$1.07B 0.62%
7,608,285
-271,406
31
$1.06B 0.61%
5,984,175
-330,600
32
$1.01B 0.58%
27,318,462
+2,207,620
33
$988M 0.57%
7,206,698
+1,223,541
34
$980M 0.56%
7,677,948
+447,044
35
$970M 0.56%
4,289,232
-231,558
36
$912M 0.52%
22,021,415
-119,143
37
$904M 0.52%
6,907,649
+506,727
38
$866M 0.5%
6,262,042
+192,626
39
$852M 0.49%
9,266,110
-889,230
40
$850M 0.49%
25,599,220
+1,068,810
41
$835M 0.48%
3,317,844
+941,781
42
$827M 0.48%
2,106,387
-67,490
43
$824M 0.47%
2,554,910
+17,834
44
$816M 0.47%
6,094,176
+192,181
45
$811M 0.47%
6,137,714
+320,865
46
$789M 0.45%
32,018,685
-10,646,441
47
$781M 0.45%
6,920,769
-1,131,556
48
$776M 0.45%
+4,971,408
49
$768M 0.44%
14,838,220
-4,368,380
50
$764M 0.44%
4,347,223
+1,114,532
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