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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
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
5126
$44K ﹤0.01%
3,253
-3,324
5127
$44K ﹤0.01%
2,665
-1,249
5128
$44K ﹤0.01%
8,034
-4,656
5129
$44K ﹤0.01%
2,869
+40
5130
$44K ﹤0.01%
10,647
-1,470
5131
$44K ﹤0.01%
3,500
5132
$43K ﹤0.01%
+17,911
5133
$43K ﹤0.01%
1,766
-673
5134
$43K ﹤0.01%
+2,193
5135
$43K ﹤0.01%
7,639
+7,637
5136
$43K ﹤0.01%
11,161
+6,584
5137
$43K ﹤0.01%
36,474
-5,223
5138
$43K ﹤0.01%
5,300
-6,013
5139
$43K ﹤0.01%
5,069
-2,419
5140
$43K ﹤0.01%
2,637
-3,352
5141
$43K ﹤0.01%
1,250
+10
5142
$43K ﹤0.01%
42,752
-8,409
5143
$43K ﹤0.01%
6,863
-15,095
5144
$43K ﹤0.01%
4,394
-781
5145
$43K ﹤0.01%
2,447
-2,499
5146
$43K ﹤0.01%
2,725
+1,830
5147
$43K ﹤0.01%
+19
5148
$43K ﹤0.01%
10,223
-997
5149
$43K ﹤0.01%
1,833
+1,236
5150
$43K ﹤0.01%
1,509
+623
204 205
206
207 208