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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$670M
3
+$663M
4
GLD icon
SPDR Gold Trust
GLD
+$534M
5
JPM icon
JPMorgan Chase
JPM
+$511M

Top Sells

1
+$726M
2
+$562M
3
+$557M
4
PSX icon
Phillips 66
PSX
+$548M
5
BA icon
Boeing
BA
+$465M

Sector Composition

1 Technology 19.87%
2 Financials 12.04%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$147M 0.03%
1,931,115
+1,767,075
552
$147M 0.03%
1,059,961
-39,536
553
$146M 0.03%
3,822,280
+919,620
554
$145M 0.03%
1,513,426
-372,417
555
$145M 0.03%
825,579
+317,691
556
$144M 0.03%
545,612
-121,965
557
$144M 0.03%
1,309,406
+290,869
558
$144M 0.03%
930,211
+239,469
559
$142M 0.03%
773,288
-112,154
560
$142M 0.03%
5,268,699
+1,831,313
561
$142M 0.03%
1,483,356
-343,066
562
$141M 0.03%
2,646,864
-414,896
563
$141M 0.03%
498,286
+45,670
564
$141M 0.03%
7,106,435
-179,851
565
$140M 0.03%
13,694,481
-515,922
566
$140M 0.03%
1,204,411
+684,249
567
$140M 0.03%
577,815
+161,835
568
$140M 0.03%
706,737
+106,914
569
$140M 0.03%
1,266,215
-36,536
570
$140M 0.03%
4,208,276
-1,650,002
571
$140M 0.03%
2,857,470
+778,350
572
$139M 0.03%
4,758,310
+1,746,581
573
$139M 0.03%
438,331
-4,771
574
$139M 0.03%
621,463
+66,227
575
$139M 0.03%
543,925
+40,047
21 22
23
24 25