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
5101
$45K ﹤0.01%
+2,508
5102
$45K ﹤0.01%
651
+171
5103
$45K ﹤0.01%
8,332
-4,323
5104
$45K ﹤0.01%
1,867
+652
5105
$45K ﹤0.01%
8,338
-9,369
5106
$45K ﹤0.01%
2,051
-2,338
5107
$45K ﹤0.01%
4,580
+2,468
5108
$45K ﹤0.01%
24,456
+10,591
5109
$45K ﹤0.01%
2,240
-4,165
5110
$44K ﹤0.01%
10,725
+802
5111
$44K ﹤0.01%
1,175
-5,741
5112
$44K ﹤0.01%
1,665
-10,516
5113
$44K ﹤0.01%
2,684
5114
$44K ﹤0.01%
3,889
-2,201
5115
$44K ﹤0.01%
1,222
-714
5116
– –
0
5117
$44K ﹤0.01%
1,954
-622
5118
$44K ﹤0.01%
4,136
+2,710
5119
$44K ﹤0.01%
1,678
-5,410
5120
$44K ﹤0.01%
4,678
+1,620
5121
$44K ﹤0.01%
2,048
-2,159
5122
$44K ﹤0.01%
3,253
-3,324
5123
$44K ﹤0.01%
2,665
-1,249
5124
$44K ﹤0.01%
6,381
-4,982
5125
$44K ﹤0.01%
+1,898
203 204
205
206 207