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
8026
$2.08K ﹤0.01%
+219
8027
$2.08K ﹤0.01%
708
-608,537
8028
$2.08K ﹤0.01%
111
-454
8029
$2.07K ﹤0.01%
58
+39
8030
$2.07K ﹤0.01%
+1,968
8031
$2.07K ﹤0.01%
+63
8032
$2.06K ﹤0.01%
+88
8033
$2.06K ﹤0.01%
15,857
+3,194
8034
$2.06K ﹤0.01%
+77
8035
$2.05K ﹤0.01%
+30
8036
$2.05K ﹤0.01%
83
8037
$2.05K ﹤0.01%
100
-20
8038
$2.05K ﹤0.01%
411
-1,551
8039
$2.05K ﹤0.01%
200
8040
$2.04K ﹤0.01%
2,826
+2,685
8041
$2.03K ﹤0.01%
541
-585
8042
$2.02K ﹤0.01%
20,237
8043
$2.02K ﹤0.01%
86
8044
$2.01K ﹤0.01%
3,535
-4,088
8045
$1.99K ﹤0.01%
80
8046
$1.99K ﹤0.01%
62
8047
$1.99K ﹤0.01%
6,527
-11,673
8048
$1.99K ﹤0.01%
243
-1,137
8049
$1.99K ﹤0.01%
57
+34
8050
$1.98K ﹤0.01%
1,274
-314
320 321
322
323 324