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
151
$608M 0.13%
2,966,876
-417,879
152
$604M 0.13%
23,818,891
-3,220,014
153
$599M 0.13%
130,099
-5,934
154
$598M 0.13%
5,695,243
+166,783
155
$598M 0.13%
1,606,747
+186,150
156
$590M 0.13%
4,039,539
+564,005
157
$587M 0.13%
9,632,421
+18,213
158
$584M 0.13%
7,200,782
+3,622,240
159
$582M 0.13%
7,505,417
+4,050,346
160
$579M 0.13%
4,516,846
+257,212
161
$572M 0.13%
4,633,868
-4,444,874
162
$572M 0.13%
2,224,791
+10,016
163
$571M 0.13%
5,109,363
+18,110
164
$570M 0.13%
8,405,917
-1,508,924
165
$567M 0.13%
5,968,513
+166,291
166
$554M 0.12%
4,190,774
-92,807
167
$544M 0.12%
2,246,931
-24,511
168
$542M 0.12%
14,676,960
+669,592
169
$528M 0.12%
8,960,342
+771,515
170
$521M 0.12%
1,305,499
+415,929
171
$521M 0.12%
13,749,859
+1,284,337
172
$519M 0.11%
18,191,036
-1,064,209
173
$518M 0.11%
4,626,222
-257,398
174
$517M 0.11%
3,140,378
+1,340,411
175
$517M 0.11%
3,349,365
+179,549
5 6
7
8 9