UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.12B
3
+$1.43B
4
AMZN icon
Amazon
AMZN
+$1.14B
5
META icon
Meta Platforms (Facebook)
META
+$950M

Top Sells

1
+$530M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
SPLK
Splunk Inc
SPLK
+$194M

Sector Composition

1 Technology 20.23%
2 Financials 10.34%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
8376
– –
-50
8377
– –
-3,760
8378
– –
-1,178
8379
– –
-85
8380
– –
-2,887
8381
– –
-3,947
8382
– –
-1,109
8383
– –
-2,224
8384
– –
-100
8385
– –
-100
8386
– –
-224
8387
– –
-1
8388
– –
-19
8389
– –
-19,213
8390
– –
-95
8391
– –
-501
8392
– –
-113
8393
– –
-186
8394
– –
-1,908
8395
– –
-100
8396
– –
-59,011
8397
– –
-6
8398
– –
-27
8399
– –
-46
8400
$0 ﹤0.01%
3
-9,097
334 335
336
337 338