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
8001
$2.27K ﹤0.01%
+110
8002
$2.27K ﹤0.01%
220
8003
$2.26K ﹤0.01%
+46
8004
$2.25K ﹤0.01%
5
-2
8005
$2.25K ﹤0.01%
+93
8006
$2.24K ﹤0.01%
92
-59
8007
$2.24K ﹤0.01%
+85
8008
$2.22K ﹤0.01%
832
-292
8009
$2.21K ﹤0.01%
+112
8010
$2.19K ﹤0.01%
+34
8011
$2.19K ﹤0.01%
+81
8012
$2.18K ﹤0.01%
+84
8013
$2.16K ﹤0.01%
2,599
+279
8014
$2.15K ﹤0.01%
2,687
+1,861
8015
$2.12K ﹤0.01%
32
+30
8016
$2.12K ﹤0.01%
+2,275
8017
$2.11K ﹤0.01%
+104
8018
$2.11K ﹤0.01%
92
+45
8019
$2.11K ﹤0.01%
72
-40
8020
$2.1K ﹤0.01%
119
-1,383
8021
$2.1K ﹤0.01%
1,215
8022
$2.1K ﹤0.01%
84
-32
8023
$2.1K ﹤0.01%
229
-154,161
8024
$2.09K ﹤0.01%
85
+54
8025
$2.09K ﹤0.01%
1,470
-28
319 320
321
322 323