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
$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
926
$34.8M 0.01%
1,395,368
+268,309
927
$34.7M 0.01%
730,096
+174,552
928
$34.6M 0.01%
338,452
+30,171
929
$34.4M 0.01%
192,862
+41,445
930
$34.3M 0.01%
1,711,420
+407,272
931
$34.3M 0.01%
387,557
-16,095
932
$34.2M 0.01%
436,610
+195,972
933
$34.1M 0.01%
507,458
-66,015
934
$34M 0.01%
1,099,546
+114,036
935
$33.8M 0.01%
330,975
+59,867
936
$33.7M 0.01%
111,710
+28,813
937
$33.6M 0.01%
389,368
+35,740
938
$33.5M 0.01%
1,025,330
+63,492
939
$33.5M 0.01%
125,415
+37,038
940
$33.5M 0.01%
144,158
+29,716
941
$33.4M 0.01%
859,250
+93,299
942
$33.3M 0.01%
82,650
+8,670
943
$33.2M 0.01%
674,795
+16,129
944
$33.2M 0.01%
244,011
+50,441
945
$33.1M 0.01%
1,461,716
+308,982
946
$33.1M 0.01%
953,579
-92,688
947
$33.1M 0.01%
2,772,680
+2,210,432
948
$33M 0.01%
547,832
+6,883
949
$33M 0.01%
970,511
+107,560
950
$32.9M 0.01%
619,235
+50,468
36 37
38
39 40