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
6726
$2K ﹤0.01%
840
+814
6727
$2K ﹤0.01%
212
-1,397
6728
$2K ﹤0.01%
247
+140
6729
$2K ﹤0.01%
7,169
+2,380
6730
$2K ﹤0.01%
559
-6,735
6731
$2K ﹤0.01%
120
-148
6732
$2K ﹤0.01%
46
-2,180
6733
$2K ﹤0.01%
3,250
-1,199
6734
– –
0
6735
$2K ﹤0.01%
111
-1,165
6736
$2K ﹤0.01%
208
-36
6737
$2K ﹤0.01%
50
-3,429
6738
$2K ﹤0.01%
+3,062
6739
$2K ﹤0.01%
918
-1,472
6740
$2K ﹤0.01%
433
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6741
$2K ﹤0.01%
1,300
+970
6742
$2K ﹤0.01%
1,749
-4,490
6743
$2K ﹤0.01%
5,934
-66
6744
$2K ﹤0.01%
248
-836
6745
$2K ﹤0.01%
90
-1,234
6746
$2K ﹤0.01%
268
-16
6747
$2K ﹤0.01%
107
-192
6748
$2K ﹤0.01%
714
-10
6749
$2K ﹤0.01%
6,243
6750
$2K ﹤0.01%
1,931
-1,698
268 269
270
271 272