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
526
$89M 0.03%
8,101,216
-1,037,999
527
$88.8M 0.03%
894,839
+216,818
528
$88.8M 0.03%
1,329,937
+18,596
529
$88.1M 0.03%
2,234,835
+348,829
530
$87.9M 0.03%
284,817
+16,034
531
$87.8M 0.03%
6,215,363
+975,240
532
$87.7M 0.03%
605,500
-65,950
533
$87.4M 0.03%
370,721
+77,066
534
$87.4M 0.03%
666,347
+36,242
535
$86.7M 0.03%
2,869,204
-490,698
536
$86.6M 0.03%
449,656
+96,292
537
$86.2M 0.03%
1,286,050
-47,329
538
$86M 0.03%
1,851,840
-168,030
539
$85.8M 0.03%
1,419,308
+145,115
540
$85.5M 0.03%
560,438
-33,558
541
$85.3M 0.03%
3,747,485
-6,879,858
542
$84.5M 0.03%
930,888
+442,405
543
$84.4M 0.03%
133
544
$84.3M 0.03%
2,002,012
+235,081
545
$84.2M 0.03%
1,155,804
+39,909
546
$83.6M 0.03%
2,996,793
+499,679
547
$83.4M 0.03%
849,875
+2,679
548
$83.1M 0.03%
966,866
+75,217
549
$83.1M 0.03%
3,376,796
-138,954
550
$83M 0.03%
1,615,572
-150,473
20 21
22
23 24