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 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$175M 0.04%
1,614,122
+140,489
477
$175M 0.04%
9,934,995
+409,121
478
$175M 0.04%
1,887,050
+182,895
479
$173M 0.04%
10,094,359
+462,696
480
$173M 0.04%
2,079,280
-111,353
481
$173M 0.04%
1,426,773
-107,100
482
$173M 0.04%
4,086,098
+761,293
483
$173M 0.04%
4,770,777
+1,883,904
484
$172M 0.04%
1,316,111
+564,588
485
$171M 0.04%
1,153,220
+633,711
486
$171M 0.04%
673,626
+68,803
487
$171M 0.04%
1,307,421
+455,111
488
$171M 0.04%
324,761
-32,880
489
$171M 0.04%
3,368,485
+165,190
490
$171M 0.04%
1,116,995
-43,101
491
$170M 0.04%
1,693,588
+666,950
492
$170M 0.04%
1,300,214
+56,275
493
$169M 0.04%
5,098,522
+2,286,044
494
$169M 0.04%
2,114,587
-1,002,147
495
$168M 0.04%
2,851,368
-56,238
496
$168M 0.04%
14,429,797
+1,890,805
497
$168M 0.04%
563,340
+31,310
498
$167M 0.04%
1,529,466
-124,872
499
$167M 0.04%
4,872,773
+799,498
500
$167M 0.04%
4,247,855
+1,089,612
18 19
20
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