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
2176
$2.69M ﹤0.01%
392,152
+173,072
2177
$2.69M ﹤0.01%
315,678
-60,964
2178
$2.69M ﹤0.01%
46,902
-41,602
2179
$2.69M ﹤0.01%
137,459
-148,715
2180
$2.69M ﹤0.01%
88,810
+12,791
2181
$2.68M ﹤0.01%
106,143
-38,004
2182
$2.68M ﹤0.01%
735,321
+91,760
2183
$2.67M ﹤0.01%
138,894
+119,742
2184
$2.67M ﹤0.01%
143,917
+6,114
2185
$2.66M ﹤0.01%
190,759
+127,961
2186
$2.66M ﹤0.01%
235,330
-7,331
2187
$2.66M ﹤0.01%
40,042
+2,751
2188
$2.65M ﹤0.01%
181,396
-107,269
2189
$2.65M ﹤0.01%
98,357
-5,517
2190
$2.65M ﹤0.01%
94,940
-171,289
2191
$2.64M ﹤0.01%
5,652
+3,859
2192
$2.64M ﹤0.01%
69,294
+396
2193
$2.64M ﹤0.01%
57,480
+2,425
2194
$2.64M ﹤0.01%
178,116
+94,480
2195
$2.64M ﹤0.01%
95,892
-3,767
2196
$2.63M ﹤0.01%
43,760
+5,748
2197
$2.62M ﹤0.01%
61,754
+18,550
2198
$2.62M ﹤0.01%
246,196
-45,161
2199
$2.62M ﹤0.01%
49,263
-5,399
2200
$2.62M ﹤0.01%
237,395
+57,050
86 87
88
89 90