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
6751
– –
-200
6752
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-48,210
6753
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-671
6754
$0 ﹤0.01%
5
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6755
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-101,057
6756
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-247,955
6757
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-109,297
6758
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-696
6759
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-46,952
6760
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-1,285
6761
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-14,044
6762
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-61
6763
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0
6764
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-27,591
6765
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-10,071
6766
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6767
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6768
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6769
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6770
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6771
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6772
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6773
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-9,450
6774
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-525
6775
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-43,160
269 270
271
272 273