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
176
$506M 0.11%
3,692,796
+904,084
177
$500M 0.11%
3,402,041
+607,551
178
$499M 0.11%
4,592,413
+299,943
179
$498M 0.11%
1,164,538
+312,883
180
$496M 0.11%
729,333
+122,696
181
$493M 0.11%
9,827,834
+2,787,792
182
$485M 0.11%
350,409
+31,913
183
$484M 0.11%
2,402,249
+1,189,787
184
$483M 0.11%
2,086,213
+794,027
185
$482M 0.11%
5,142,280
+700,788
186
$479M 0.11%
6,747,101
+95,480
187
$478M 0.11%
10,398,815
-107,896
188
$477M 0.11%
8,351,919
+683,479
189
$476M 0.11%
929,080
+299,686
190
$469M 0.1%
1,774,438
+50,590
191
$465M 0.1%
9,598,044
+1,447,774
192
$462M 0.1%
7,273,671
+727,320
193
$458M 0.1%
3,317,796
+3,095,723
194
$455M 0.1%
2,061,344
-397,692
195
$455M 0.1%
5,350,815
-25,354
196
$454M 0.1%
2,146,435
+384,609
197
$454M 0.1%
5,050,965
+139,334
198
$452M 0.1%
1,950,513
-331,039
199
$450M 0.1%
4,621,401
+771,368
200
$449M 0.1%
13,162,019
+282,892
6 7
8
9 10