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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,622
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$786M
3
+$666M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$445M
5
UBS icon
UBS Group
UBS
+$416M

Top Sells

1
+$1.06B
2
+$665M
3
+$528M
4
AAPL icon
Apple
AAPL
+$503M
5
AMZN icon
Amazon
AMZN
+$468M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$573M 0.33%
7,979,110
+4,988,385
77
$569M 0.33%
14,557,770
+3,475,984
78
$567M 0.33%
4,000,095
+18,974
79
$552M 0.32%
6,918,642
-75,635
80
$534M 0.31%
5,787,694
-848,068
81
$533M 0.31%
13,302,914
+315,015
82
$525M 0.3%
3,561,661
+25,439
83
$523M 0.3%
21,211,497
-2,267,580
84
$522M 0.3%
13,849,624
+373,108
85
$521M 0.3%
5,635,680
-658,277
86
$514M 0.3%
8,877,188
+4,484,742
87
$503M 0.29%
4,611,734
-818,696
88
$501M 0.29%
16,569,318
+7,484,262
89
$477M 0.27%
4,483,380
+8,255
90
$472M 0.27%
5,168,813
+17,498
91
$460M 0.26%
3,564,152
-226,435
92
$460M 0.26%
3,484,419
+61,270
93
$459M 0.26%
6,088,038
-30,427
94
$457M 0.26%
2,741,084
-135,066
95
$454M 0.26%
6,087,090
+1,957,715
96
$451M 0.26%
11,551,347
+3,867,242
97
$437M 0.25%
15,623,660
+570,282
98
$433M 0.25%
11,992,088
-457,887
99
$432M 0.25%
6,700,845
-1,055,832
100
$430M 0.25%
2,211,366
-400,662
2 3
4
5 6