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
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$419M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$285M
5
TWTR
Twitter, Inc.
TWTR
+$258M

Top Sells

1
+$1.21B
2
+$1.14B
3
+$1.08B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$790M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$401M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574M 0.31%
14,365,860
-3,384,791
77
$570M 0.31%
4,941,105
-244,944
78
$566M 0.31%
7,687,273
+1,042,704
79
$555M 0.3%
4,690,811
+526,064
80
$549M 0.3%
2,587,992
-148,684
81
$545M 0.3%
13,651,359
-1,768,071
82
$545M 0.3%
1,001,187
-82,484
83
$542M 0.29%
10,595,899
-839,442
84
$540M 0.29%
8,900,537
-729,629
85
$533M 0.29%
2,260,525
-227,734
86
$533M 0.29%
17,175,463
-890,884
87
$532M 0.29%
4,958,526
-246,064
88
$511M 0.28%
16,203,690
+1,635,070
89
$504M 0.27%
4,534,394
-390,147
90
$496M 0.27%
3,902,636
-1,616,049
91
$495M 0.27%
20,843,946
+3,921,952
92
$493M 0.27%
3,380,571
+19,722
93
$491M 0.27%
1,661,774
+112,281
94
$488M 0.26%
7,515,288
-572,176
95
$480M 0.26%
13,095,713
+929,004
96
$479M 0.26%
6,790,639
+5,958,755
97
$453M 0.25%
3,685,186
+1,308,414
98
$441M 0.24%
4,497,396
+425,918
99
$440M 0.24%
4,392,747
+993,846
100
$439M 0.24%
3,069,954
-163,883
2 3
4
5 6