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
1
$7.38B 4.24%
29,511,709
+6,740,228
2
$4.02B 2.31%
39,529,637
-4,363,465
3
$2.44B 1.4%
61,800,256
-10,366,440
4
$2.01B 1.16%
34,254,689
-1,322,347
5
$1.98B 1.14%
36,082,471
-1,677,283
6
$1.93B 1.11%
40,866,265
+4,485,647
7
$1.84B 1.06%
18,883,035
+354,543
8
$1.79B 1.03%
38,230,121
+15,485
9
$1.77B 1.02%
10,288,095
+64,235
10
$1.74B 1%
13,478,517
-593,187
11
$1.71B 0.98%
32,818,940
-3,653,680
12
$1.6B 0.92%
16,354,249
+65,445
13
$1.54B 0.88%
124,336,932
+30,672,637
14
$1.48B 0.85%
22,063,111
+5,144,691
15
$1.37B 0.78%
10,354,490
-799,039
16
$1.36B 0.78%
18,147,940
-5,634,440
17
$1.36B 0.78%
14,973,581
-176,250
18
$1.36B 0.78%
10,111,060
+134,845
19
$1.24B 0.71%
11,404,338
-666,583
20
$1.23B 0.7%
9,350,110
-1,291,720
21
$1.22B 0.7%
11,100,443
-120,590
22
$1.19B 0.68%
17,181,555
+166,677
23
$1.17B 0.67%
34,402,328
+1,431,202
24
$1.15B 0.66%
8,323,651
+242,401
25
$1.15B 0.66%
24,197,893
+1,442,550
1
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