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
126
$507M 0.17%
4,021,593
-526,203
127
$505M 0.17%
6,703,830
-162,135
128
$494M 0.16%
888,045
+9,422
129
$478M 0.16%
8,360,288
-50,123
130
$474M 0.16%
3,384,305
+348,107
131
$468M 0.15%
1,140,624
+42,868
132
$464M 0.15%
6,023,260
+2,050,362
133
$461M 0.15%
16,616,659
+1,560,892
134
$457M 0.15%
11,134,928
-3,461,282
135
$456M 0.15%
5,427,567
+13,336
136
$454M 0.15%
2,371,773
-62,580
137
$454M 0.15%
2,352,057
-62,563
138
$445M 0.15%
7,660,051
+1,320,788
139
$442M 0.15%
5,056,439
+4,963,987
140
$438M 0.14%
5,355,076
-847,237
141
$438M 0.14%
12,065,054
+10,702,415
142
$435M 0.14%
8,618,047
-335,769
143
$432M 0.14%
3,809,984
-244,465
144
$420M 0.14%
1,826,267
+206,170
145
$419M 0.14%
1,395,754
+184,375
146
$418M 0.14%
3,837,994
+371,200
147
$416M 0.14%
7,183,787
+970,686
148
$416M 0.14%
26,368,152
+23,195,896
149
$415M 0.14%
10,653,416
+3,448,576
150
$414M 0.14%
8,030,843
+432,742
4 5
6
7 8