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
$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
9201
– –
-59
9202
– –
-20,085
9203
– –
-1,584
9204
– –
-26
9205
– –
-2,670
9206
– –
-2,119
9207
– –
-132
9208
– –
0
9209
– –
-96
9210
– –
-400
9211
– –
-598
9212
– –
-4,342
9213
– –
-1,366
9214
– –
-25,630
9215
– –
-110
9216
– –
-283
9217
– –
-1
9218
– –
-26
9219
– –
-58,000
9220
– –
-763
9221
– –
-2,408
9222
– –
-588
9223
– –
-47
9224
– –
-506
9225
– –
-895
367 368
369
370 371