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
5476
$28K ﹤0.01%
611
-51,163
5477
$28K ﹤0.01%
2,456
-1,736
5478
$28K ﹤0.01%
1,373
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5479
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5480
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2,120
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5481
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2,263
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5482
$28K ﹤0.01%
54
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5483
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+18,984
5484
$28K ﹤0.01%
4,221
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5485
$28K ﹤0.01%
5,457
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5486
$27K ﹤0.01%
1,055
-1,887
5487
$27K ﹤0.01%
2,482
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5488
$27K ﹤0.01%
1,801
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5489
$27K ﹤0.01%
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5490
$27K ﹤0.01%
12,148
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5491
$27K ﹤0.01%
2,805
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5492
$27K ﹤0.01%
1,320
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5493
$27K ﹤0.01%
19
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5494
$27K ﹤0.01%
8,595
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5495
$27K ﹤0.01%
9,389
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5496
$27K ﹤0.01%
1,298
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5497
$27K ﹤0.01%
2,416
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5498
$27K ﹤0.01%
+710
5499
$27K ﹤0.01%
1,552
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5500
$27K ﹤0.01%
1,043
+755
218 219
220
221 222