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
2176
$2.23M ﹤0.01%
58,977
+27,106
2177
$2.22M ﹤0.01%
36,379
+23,130
2178
$2.22M ﹤0.01%
72,206
-954
2179
$2.21M ﹤0.01%
20,360
+8,838
2180
$2.21M ﹤0.01%
162,295
+111,537
2181
$2.21M ﹤0.01%
715,544
+713,044
2182
$2.21M ﹤0.01%
73,150
+9,110
2183
$2.2M ﹤0.01%
76,287
+1,136
2184
$2.2M ﹤0.01%
46,086
-4,010
2185
$2.2M ﹤0.01%
21,932
+6,136
2186
$2.2M ﹤0.01%
15,418
-7,682
2187
$2.2M ﹤0.01%
20,876
+3,599
2188
$2.2M ﹤0.01%
121,898
+2,523
2189
$2.2M ﹤0.01%
38,832
+34,548
2190
$2.19M ﹤0.01%
36,944
+8,724
2191
$2.19M ﹤0.01%
43,978
+34,317
2192
$2.19M ﹤0.01%
22,955
-4,838
2193
$2.19M ﹤0.01%
63,831
-3,655
2194
$2.18M ﹤0.01%
53,690
-2,728
2195
$2.18M ﹤0.01%
91,740
+3,157
2196
$2.18M ﹤0.01%
35,467
-5,148
2197
$2.18M ﹤0.01%
234,673
+65,104
2198
$2.17M ﹤0.01%
104,005
+4,474
2199
$2.17M ﹤0.01%
189,133
+5,052
2200
$2.17M ﹤0.01%
144,280
-40,570
86 87
88
89 90