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
6676
– –
-28
6677
– –
-257
6678
$0 ﹤0.01%
+1
6679
– –
-1,914
6680
$0 ﹤0.01%
+154
6681
– –
-1,608
6682
– –
-1,199
6683
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-9,012
6684
– –
-45,460
6685
– –
-13,238
6686
– –
-1,280
6687
– –
-131,702
6688
– –
-39,915
6689
– –
-1,011,220
6690
– –
-500
6691
– –
-32,975
6692
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-1,283
6693
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-5,827
6694
– –
-1,074
6695
– –
-2,100
6696
– –
-315
6697
– –
-20,338
6698
– –
-15,148
6699
– –
-65,074
6700
– –
-2,580
266 267
268
269 270