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
176
$355M 0.12%
1,647,477
+2,991
177
$352M 0.12%
6,054,700
+2,274,650
178
$351M 0.12%
3,815,986
+13,652
179
$351M 0.12%
4,375,815
+589,229
180
$347M 0.11%
6,835,012
+663,978
181
$346M 0.11%
621,738
+9,799
182
$342M 0.11%
11,726,911
+1,628,540
183
$341M 0.11%
5,814,934
+283,006
184
$341M 0.11%
1,173,192
+1,145,040
185
$340M 0.11%
4,064,972
-117,805
186
$339M 0.11%
+1,718,419
187
$338M 0.11%
1,052,982
+435,837
188
$336M 0.11%
4,647,094
+2,759,010
189
$334M 0.11%
4,015,128
+838,056
190
$332M 0.11%
5,738,900
+1,089,277
191
$325M 0.11%
8,775,695
-672,022
192
$323M 0.11%
10,203,911
+1,574,706
193
$312M 0.1%
6,235,556
-285,201
194
$311M 0.1%
12,930,160
+3,693,786
195
$309M 0.1%
6,102,134
-248,626
196
$309M 0.1%
4,213,914
+657,604
197
$307M 0.1%
3,353,733
-311,548
198
$307M 0.1%
1,362,588
+139,530
199
$306M 0.1%
4,527,766
-1,274,240
200
$306M 0.1%
4,834,987
+786,526
6 7
8
9 10