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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.64B
2
+$670M
3
+$663M
4
GLD icon
SPDR Gold Trust
GLD
+$534M
5
JPM icon
JPMorgan Chase
JPM
+$511M

Top Sells

1
+$726M
2
+$562M
3
+$557M
4
PSX icon
Phillips 66
PSX
+$548M
5
BA icon
Boeing
BA
+$465M

Sector Composition

1 Technology 19.87%
2 Financials 12.04%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36B 0.3%
26,747,008
-25,084
52
$1.36B 0.3%
8,831,443
+88,831
53
$1.35B 0.3%
23,107,496
-633,452
54
$1.3B 0.29%
2,619,954
+189,283
55
$1.3B 0.29%
9,798,914
+714,664
56
$1.28B 0.28%
6,601,993
+42,553
57
$1.27B 0.28%
4,685,659
+2,152,764
58
$1.27B 0.28%
2,725,199
+156,694
59
$1.25B 0.28%
12,150,743
-3,694,948
60
$1.22B 0.27%
7,136,120
-200,291
61
$1.21B 0.27%
6,976,535
+410,033
62
$1.2B 0.27%
4,463,500
+879,088
63
$1.19B 0.26%
6,638,777
-294,111
64
$1.19B 0.26%
8,955,876
+18,429
65
$1.16B 0.26%
4,744,828
+467,254
66
$1.15B 0.26%
4,642,182
-494,764
67
$1.14B 0.25%
4,162,331
-88,686
68
$1.12B 0.25%
7,499,853
-584,128
69
$1.11B 0.25%
10,607,421
-1,291,117
70
$1.11B 0.25%
10,735,888
-579,110
71
$1.09B 0.24%
1,148,873
-762
72
$1.07B 0.24%
2,280,766
+23,960
73
$1.06B 0.23%
11,621,609
+360,305
74
$1.05B 0.23%
4,450,475
-381,228
75
$1.03B 0.23%
1,688,083
+715,829
1 2
3
4 5