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
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.12B
3
+$1.43B
4
AMZN icon
Amazon
AMZN
+$1.14B
5
META icon
Meta Platforms (Facebook)
META
+$950M

Top Sells

1
+$530M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
SPLK
Splunk Inc
SPLK
+$194M

Sector Composition

1 Technology 20.23%
2 Financials 10.34%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6B 0.53%
5,301,164
+1,440,084
27
$1.59B 0.53%
5,645,967
+737,419
28
$1.59B 0.52%
10,032,634
+1,299,134
29
$1.56B 0.51%
2,961,603
-198,458
30
$1.55B 0.51%
3,232,399
+158,821
31
$1.54B 0.51%
13,222,564
+1,106,832
32
$1.53B 0.51%
30,705,780
+6,677,578
33
$1.47B 0.49%
3,060,493
+1,068,896
34
$1.45B 0.48%
23,652,172
+3,632,613
35
$1.45B 0.48%
5,786,244
-75,981
36
$1.42B 0.47%
8,984,546
+1,504,860
37
$1.41B 0.47%
8,047,679
+2,745,484
38
$1.35B 0.45%
7,477,377
+2,080,838
39
$1.34B 0.44%
22,003,771
-261,779
40
$1.34B 0.44%
26,612,627
-271,072
41
$1.33B 0.44%
2,290,190
+191,876
42
$1.27B 0.42%
7,077,031
-335,727
43
$1.23B 0.4%
11,100,554
+970,470
44
$1.19B 0.39%
3,429,591
+232,555
45
$1.17B 0.39%
6,430,354
-16,140
46
$1.14B 0.38%
6,725,655
+2,427,465
47
$1.11B 0.37%
2,396,395
+172,415
48
$1.09B 0.36%
6,426,759
+387,276
49
$1.08B 0.36%
4,166,079
+60,746
50
$1.08B 0.36%
6,183,462
+937,994
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