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
1076
$56.8M 0.01%
262,765
+66,986
1077
$56.8M 0.01%
1,905,908
+45,453
1078
$56.8M 0.01%
186,471
+26,127
1079
$56.8M 0.01%
1,422,951
-690,577
1080
$56.8M 0.01%
2,405,737
+162,638
1081
$56.8M 0.01%
328,528
+137,295
1082
$56.4M 0.01%
1,872,536
+380,183
1083
$56.3M 0.01%
977,013
-326,111
1084
$56M 0.01%
1,075,906
+211,298
1085
$56M 0.01%
2,238,226
+1,269,297
1086
$55.9M 0.01%
543,429
-287,506
1087
$55.9M 0.01%
2,343,691
-233,632
1088
$55.9M 0.01%
2,816,814
+1,812,882
1089
$55.7M 0.01%
1,093,643
-116,134
1090
$55.7M 0.01%
211,560
-201,328
1091
$55.6M 0.01%
1,087,272
+692,903
1092
$55.6M 0.01%
1,436,015
+607,020
1093
$55.6M 0.01%
1,306,837
+308,290
1094
$55.5M 0.01%
543,189
+30,233
1095
$55.5M 0.01%
869,381
-539,623
1096
$55.4M 0.01%
6,826,563
+2,015,047
1097
$55.4M 0.01%
311,319
-138,997
1098
$55.4M 0.01%
793,542
+179,573
1099
$55.4M 0.01%
664,151
+265,431
1100
$55.4M 0.01%
1,732,807
+9,763
42 43
44
45 46