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
2226
$2.55M ﹤0.01%
298,050
-56,592
2227
$2.55M ﹤0.01%
79,999
+7,883
2228
$2.55M ﹤0.01%
12,316
-644
2229
$2.55M ﹤0.01%
261,784
+97,580
2230
$2.55M ﹤0.01%
84,188
-85,444
2231
$2.54M ﹤0.01%
52,337
+31,001
2232
$2.54M ﹤0.01%
35,490
-4,937
2233
$2.54M ﹤0.01%
123,084
-199,607
2234
$2.54M ﹤0.01%
27,247
-1,237
2235
$2.54M ﹤0.01%
197,011
+12,773
2236
$2.53M ﹤0.01%
+153,729
2237
$2.53M ﹤0.01%
71,570
-31,298
2238
$2.53M ﹤0.01%
228,016
+7,709
2239
$2.53M ﹤0.01%
177,310
+30,064
2240
$2.52M ﹤0.01%
26,462
+25,803
2241
$2.52M ﹤0.01%
90,332
-16,410
2242
$2.52M ﹤0.01%
123,261
+113,664
2243
$2.52M ﹤0.01%
155,334
-87,208
2244
$2.52M ﹤0.01%
201,477
-33,784
2245
$2.51M ﹤0.01%
61,971
+2,759
2246
$2.51M ﹤0.01%
39,384
+24,969
2247
$2.51M ﹤0.01%
50,129
-7,313
2248
$2.51M ﹤0.01%
93,111
-37,282
2249
$2.51M ﹤0.01%
49,428
-1,728
2250
$2.51M ﹤0.01%
332,505
+22,705
88 89
90
91 92