We are live on ! Find out more
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
7451
– –
-1,539
7452
– –
-1,512
7453
– –
-1,036
7454
– –
-287
7455
$0 ﹤0.01%
55
7456
– –
-1,207
7457
– –
-208
7458
$0 ﹤0.01%
1,176
+1,156
7459
– –
0
7460
– –
0
7461
– –
-2,875
7462
– –
-2,109
7463
– –
-1,699
7464
– –
-1,424
7465
– –
-43
7466
– –
-1,366
7467
– –
-2,039
7468
– –
-245
7469
– –
-5,295
7470
– –
-1,312
7471
– –
-1,833
7472
– –
-99
7473
– –
-20
7474
– –
-72
7475
– –
-205
297 298
299
300 301