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
676
$59.5M 0.02%
680,156
+219,359
677
$59.5M 0.02%
290,584
+104,140
678
$59.5M 0.02%
314,658
+123,723
679
$59.4M 0.02%
400,025
+39,523
680
$59.2M 0.02%
1,048,919
+322,356
681
$59.1M 0.02%
754,961
-89,611
682
$58.9M 0.02%
47,097
+7,107
683
$58.7M 0.02%
1,843,775
+355,909
684
$58.5M 0.02%
1,095,639
-396,949
685
$58.5M 0.02%
1,642,270
+1,467,443
686
$58.2M 0.02%
348,053
-16,177
687
$58.1M 0.02%
708,790
+259,944
688
$58.1M 0.02%
1,501,907
+947,340
689
$57.9M 0.02%
1,214,107
-208,598
690
$57.8M 0.02%
1,063,737
+52,599
691
$57.7M 0.02%
1,593,979
+21,850
692
$57.6M 0.02%
257,812
+76,394
693
$56.9M 0.02%
447,638
+173,668
694
$56.9M 0.02%
611,528
+116,378
695
$56.9M 0.02%
1,077,805
+36,265
696
$56.8M 0.02%
551,678
+115,019
697
$56.8M 0.02%
2,373,403
-1,109,147
698
$56.6M 0.02%
514,214
-5,043,683
699
$56.4M 0.02%
1,626,073
+218,879
700
$56.4M 0.02%
536,906
-505,061
26 27
28
29 30