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
126
$713M 0.16%
10,534,385
+1,655,430
127
$710M 0.16%
4,115,647
+1,265,900
128
$710M 0.16%
11,824,415
+2,566,465
129
$706M 0.16%
6,434,864
+885,806
130
$705M 0.16%
5,377,291
-1,483,875
131
$701M 0.16%
10,329,781
-2,528,576
132
$700M 0.16%
29,376,381
-1,672,157
133
$691M 0.15%
17,089,249
+6,386,397
134
$682M 0.15%
2,922,750
+231,756
135
$678M 0.15%
3,558,744
-41,864
136
$674M 0.15%
8,164,738
+1,734,702
137
$671M 0.15%
2,033,724
-112,204
138
$670M 0.15%
1,987,649
+219,650
139
$661M 0.15%
6,925,305
-418,590
140
$661M 0.15%
1,364,945
-82,422
141
$657M 0.15%
42,558,678
+33,289,490
142
$651M 0.14%
2,561,413
-216,513
143
$647M 0.14%
6,202,483
+1,063,952
144
$645M 0.14%
4,065,593
-59,191
145
$629M 0.14%
2,181,189
-2,288,039
146
$622M 0.14%
1,013,294
-45,044
147
$620M 0.14%
6,758,773
+240,819
148
$619M 0.14%
2,395,696
+113,799
149
$614M 0.14%
33,051,626
-5,505,252
150
$612M 0.14%
6,163,471
+290,747
4 5
6
7 8