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
6676
$2K ﹤0.01%
79
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6677
$2K ﹤0.01%
+1,056
6678
$2K ﹤0.01%
4,804
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6679
– –
0
6680
$2K ﹤0.01%
+1,039
6681
$2K ﹤0.01%
368
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6682
$2K ﹤0.01%
102
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6683
$2K ﹤0.01%
354
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6684
$2K ﹤0.01%
719
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6685
$2K ﹤0.01%
319
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6686
$2K ﹤0.01%
500
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6687
$2K ﹤0.01%
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6688
$2K ﹤0.01%
+344
6689
– –
0
6690
$2K ﹤0.01%
4
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$2K ﹤0.01%
79
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6692
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1,113
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6694
$2K ﹤0.01%
525
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6695
$2K ﹤0.01%
24
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6696
$2K ﹤0.01%
100
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$2K ﹤0.01%
+42
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– –
0
6699
$2K ﹤0.01%
+80
6700
$2K ﹤0.01%
171
-3,686
266 267
268
269 270