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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,379
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$310M
3
+$286M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$282M
5
GLD icon
SPDR Gold Trust
GLD
+$276M

Top Sells

1
+$1.44B
2
+$638M
3
+$271M
4
BAC icon
Bank of America
BAC
+$219M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$190M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.22%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$37.2M 0.03%
2,227,270
-23,655
502
$37.2M 0.03%
725,383
+178,831
503
$37.2M 0.03%
1,390,483
-727,008
504
$37.1M 0.03%
208,970
+15,290
505
$37.1M 0.03%
946,120
+13,279
506
$37.1M 0.03%
310,714
+10,502
507
$36.9M 0.03%
633,135
+542,535
508
$36.9M 0.03%
1,005,586
+205,786
509
$36.8M 0.03%
+1,408,862
510
$36.6M 0.03%
1,295,329
-267,503
511
$36.6M 0.03%
1,266,425
+573,548
512
$36.6M 0.03%
535,046
-79,014
513
$36.5M 0.03%
575,238
+135,286
514
$36.3M 0.03%
1,017,395
-49,270
515
$36.2M 0.03%
413,069
+61,209
516
$36.2M 0.03%
798,475
+208,385
517
$36.2M 0.03%
1,316,879
-366,752
518
$36M 0.03%
300,511
-15,994
519
$35.8M 0.03%
781,211
-488,842
520
$35.8M 0.03%
737,064
+170,039
521
$35.7M 0.03%
474,968
+8,661
522
$35.6M 0.03%
1,837,319
+101,223
523
$35.6M 0.03%
1,572,989
-56,357
524
$35.3M 0.02%
503,050
+445,588
525
$35.3M 0.02%
795,542
-23,933
19 20
21
22 23