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
651
$122M 0.03%
1,344,879
-95,759
652
$122M 0.03%
1,961,013
+427,661
653
$122M 0.03%
4,294,961
+58,453
654
$121M 0.03%
102,686
+28,857
655
$121M 0.03%
4,951,843
+307,443
656
$121M 0.03%
278,568
+79,672
657
$120M 0.03%
473,011
+98,657
658
$120M 0.03%
362,269
+96,666
659
$120M 0.03%
1,694,014
+185,381
660
$119M 0.03%
1,139,964
-70,902
661
$119M 0.03%
2,020,332
+219,258
662
$119M 0.03%
706,349
-103,183
663
$119M 0.03%
2,046,302
+624,689
664
$119M 0.03%
1,355,771
+181,203
665
$118M 0.03%
442,428
-404,190
666
$118M 0.03%
1,060,358
+299,559
667
$117M 0.03%
3,223,818
+922,236
668
$117M 0.03%
1,696,621
-1,103,846
669
$117M 0.03%
1,341,279
-37,473
670
$117M 0.03%
786,732
+362,860
671
$115M 0.03%
696,884
+76,679
672
$115M 0.03%
1,922,495
+1,011,343
673
$115M 0.03%
1,308,540
+384,862
674
$115M 0.03%
4,015,562
-408,507
675
$114M 0.03%
1,143,274
-96,695
25 26
27
28 29