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UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
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
– –
-599,827
7102
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-10
7103
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-376,721
7104
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-190
7105
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-163,425
7106
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-192,912
7107
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-620,583
7108
– –
-3,370
7109
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-185
7110
– –
-1,293
7111
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-8,213
7112
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-13,639
7113
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-1,047
7114
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-200
7115
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-2,559
7116
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-76,198
7117
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-184
7118
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-364,665
7119
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-2,800
7120
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-133
7121
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-64,012
7122
– –
-1,175
7123
– –
-1,375
7124
– –
-651
7125
– –
-1,779
283 284
285
286 287