UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,622
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$786M
3
+$666M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$445M
5
UBS icon
UBS Group
UBS
+$416M

Top Sells

1
+$1.06B
2
+$665M
3
+$528M
4
AAPL icon
Apple
AAPL
+$503M
5
AMZN icon
Amazon
AMZN
+$468M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7101
– –
-42,795
7102
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-1,379
7103
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-43,466
7104
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-47,684,192
7105
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-12,648
7106
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-1,995
7107
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-2,172
7108
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-770,791
7109
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-2,482,765
7110
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-95,695
7111
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-5,699
7112
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-230,870
7113
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-172,462
7114
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-75,425
7115
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-1,333
7116
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-31,494
7117
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-1,465,411
7118
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7119
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-399
7120
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-9,715
7121
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-6,351
7122
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-4,838
7123
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-2,082,516
7124
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-19,472
7125
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-693
283 284
285
286 287