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
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.12B
3
+$1.43B
4
AMZN icon
Amazon
AMZN
+$1.14B
5
META icon
Meta Platforms (Facebook)
META
+$950M

Top Sells

1
+$530M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
SPLK
Splunk Inc
SPLK
+$194M

Sector Composition

1 Technology 20.23%
2 Financials 10.34%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6776
$2.23K ﹤0.01%
119
-892
6777
$2.23K ﹤0.01%
+209
6778
$2.23K ﹤0.01%
+73
6779
$2.22K ﹤0.01%
246
6780
$2.22K ﹤0.01%
82
-284
6781
$2.22K ﹤0.01%
1,032
-12,593
6782
$2.21K ﹤0.01%
+70
6783
$2.2K ﹤0.01%
217
-1,028
6784
– –
0
6785
$2.2K ﹤0.01%
+501
6786
$2.18K ﹤0.01%
965
-1,314
6787
$2.18K ﹤0.01%
+45
6788
$2.18K ﹤0.01%
818
-4,273
6789
$2.17K ﹤0.01%
+76
6790
$2.17K ﹤0.01%
83
-1,118
6791
$2.16K ﹤0.01%
+66
6792
$2.16K ﹤0.01%
98
-100
6793
$2.15K ﹤0.01%
89
-1,534
6794
$2.13K ﹤0.01%
1,315
+1,291
6795
$2.13K ﹤0.01%
+625
6796
$2.13K ﹤0.01%
59
-170
6797
$2.12K ﹤0.01%
+33
6798
$2.12K ﹤0.01%
102
+7
6799
$2.12K ﹤0.01%
+68,234
6800
$2.11K ﹤0.01%
+502
270 271
272
273 274