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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,379
New
Increased
Reduced
Closed

Top Buys

1
+$356M
2
+$310M
3
+$286M
4
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$282M
5
GLD icon
SPDR Gold Trust
GLD
+$276M

Top Sells

1
+$1.44B
2
+$638M
3
+$271M
4
BAC icon
Bank of America
BAC
+$219M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$190M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.22%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$2.29M ﹤0.01%
62,532
+19,111
2152
$2.29M ﹤0.01%
49,991
+49,392
2153
$2.28M ﹤0.01%
184,212
-91,766
2154
$2.28M ﹤0.01%
124,085
+19,647
2155
$2.28M ﹤0.01%
91,073
+59,750
2156
$2.28M ﹤0.01%
38,128
-21,495
2157
$2.27M ﹤0.01%
66,096
+25,086
2158
$2.27M ﹤0.01%
24,854
+6,801
2159
$2.27M ﹤0.01%
23,508
+21,534
2160
$2.27M ﹤0.01%
30,402
-16,872
2161
$2.26M ﹤0.01%
78,982
+8,230
2162
$2.26M ﹤0.01%
40,229
+767
2163
$2.26M ﹤0.01%
490,237
+29,325
2164
$2.26M ﹤0.01%
37,633
+10,056
2165
$2.26M ﹤0.01%
80,948
-1,237
2166
$2.26M ﹤0.01%
101,372
+9,675
2167
$2.26M ﹤0.01%
75,820
-2,841
2168
$2.25M ﹤0.01%
640,325
-114,007
2169
$2.24M ﹤0.01%
18,243
+11,583
2170
$2.24M ﹤0.01%
27,024
-6,792
2171
$2.24M ﹤0.01%
73,726
+10,202
2172
$2.24M ﹤0.01%
88,916
-8,606
2173
$2.23M ﹤0.01%
49,057
-50,862
2174
$2.23M ﹤0.01%
32,399
-2,897
2175
$2.23M ﹤0.01%
79,484
+67,437
85 86
87
88 89