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
601
$36M 0.02%
690,046
+30,255
602
$36M 0.02%
695,230
-1,178,199
603
$35.9M 0.02%
361,233
-89,646
604
$35.8M 0.02%
288,942
+168,623
605
$35.6M 0.02%
290,588
-21,279
606
$35.5M 0.02%
1,408,078
+205,037
607
$35.5M 0.02%
330,711
+198,771
608
$35.4M 0.02%
1,170,975
-220,225
609
$35.4M 0.02%
861,683
+335,264
610
$35.3M 0.02%
203,892
-101,243
611
$35.2M 0.02%
593,223
-61,549
612
$34.9M 0.02%
127,135
+56,104
613
$34.9M 0.02%
354,609
-281,658
614
$34.9M 0.02%
693,083
+199,789
615
$34.8M 0.02%
1,310,966
+1,084,920
616
$34.7M 0.02%
166,235
-81,158
617
$34.6M 0.02%
497,340
+134,933
618
$34.5M 0.02%
1,517,200
+112,728
619
$34.5M 0.02%
1,845,284
+1,407,841
620
$34.4M 0.02%
992,702
-997,326
621
$34.3M 0.02%
1,350,277
-806,912
622
$34.3M 0.02%
672,721
-80,264
623
$34.3M 0.02%
175,650
+18,142
624
$34M 0.02%
673,704
-243,785
625
$33.9M 0.02%
938,965
-284,517
23 24
25
26 27