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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,622
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$786M
3
+$666M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$445M
5
UBS icon
UBS Group
UBS
+$416M

Top Sells

1
+$1.06B
2
+$665M
3
+$528M
4
AAPL icon
Apple
AAPL
+$503M
5
AMZN icon
Amazon
AMZN
+$468M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3.39M ﹤0.01%
65,585
-14,235
2002
$3.38M ﹤0.01%
63,915
-68,222
2003
$3.38M ﹤0.01%
117,043
-30,484
2004
$3.38M ﹤0.01%
135,917
-10,576
2005
$3.38M ﹤0.01%
162,931
-10,515
2006
$3.37M ﹤0.01%
49,904
+41,295
2007
$3.37M ﹤0.01%
23,376
+6,848
2008
$3.37M ﹤0.01%
129,918
+61,002
2009
$3.36M ﹤0.01%
18,355
+12,247
2010
$3.35M ﹤0.01%
131,696
-511,825
2011
$3.35M ﹤0.01%
77,400
-2,741
2012
$3.35M ﹤0.01%
132,456
-10,994
2013
$3.33M ﹤0.01%
93,929
+64,617
2014
$3.32M ﹤0.01%
111,269
+18,300
2015
$3.32M ﹤0.01%
186,018
+58,498
2016
$3.31M ﹤0.01%
161,172
-35,374
2017
$3.31M ﹤0.01%
50,424
+8,561
2018
$3.31M ﹤0.01%
181,882
-374,274
2019
$3.3M ﹤0.01%
84,807
+28,444
2020
$3.3M ﹤0.01%
97,635
-10,556
2021
$3.3M ﹤0.01%
119,105
-28,954
2022
$3.3M ﹤0.01%
73,630
-35,822
2023
$3.28M ﹤0.01%
83,943
+41,233
2024
$3.27M ﹤0.01%
81,192
+69,367
2025
$3.27M ﹤0.01%
363,871
-102,351
79 80
81
82 83