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
826
$85M 0.02%
1,785,725
-520,285
827
$84.9M 0.02%
249,195
+91,195
828
$84.8M 0.02%
1,150,573
+27,206
829
$84.6M 0.02%
1,952,691
+392,395
830
$84.5M 0.02%
1,144,572
+86,003
831
$84.4M 0.02%
854,799
+109,166
832
$84.3M 0.02%
445,837
+37,768
833
$84.3M 0.02%
5,858,399
+3,350,684
834
$84.3M 0.02%
1,132,015
+190,099
835
$84.2M 0.02%
1,308,723
-91,157
836
$84M 0.02%
2,411,135
+348,809
837
$83.9M 0.02%
3,127,011
+834,664
838
$83.7M 0.02%
369,371
+33,720
839
$83.3M 0.02%
1,703,097
+1,248,532
840
$83.3M 0.02%
1,936,644
-774,214
841
$83.3M 0.02%
10,177,709
+3,239,244
842
$83.2M 0.02%
2,683,175
-21,924
843
$83M 0.02%
856,383
+243,029
844
$82.8M 0.02%
900,406
+220,120
845
$82.7M 0.02%
377,978
-13,598
846
$82.7M 0.02%
2,044,382
+383,414
847
$82.6M 0.02%
1,417,309
+641,815
848
$82.6M 0.02%
259,459
-31,453
849
$82.1M 0.02%
267,869
+37,645
850
$82M 0.02%
1,268,163
-598,011
32 33
34
35 36