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
$185B
AUM Growth
+$20.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,711
New
Increased
Reduced
Closed

Top Buys

1
+$511M
2
+$419M
3
+$353M
4
GLD icon
SPDR Gold Trust
GLD
+$285M
5
TWTR
Twitter, Inc.
TWTR
+$258M

Top Sells

1
+$1.21B
2
+$1.14B
3
+$1.08B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$790M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$401M

Sector Composition

1 Technology 13.83%
2 Healthcare 8.03%
3 Consumer Discretionary 8.01%
4 Financials 7.69%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.64B 3.6%
32,626,829
-5,942,692
2
$4.58B 2.48%
50,183,212
-2,420,972
3
$4.02B 2.18%
13,027,671
-2,698,894
4
$3.91B 2.12%
28,345,200
-2,878,360
5
$2.76B 1.49%
48,248,615
-465,831
6
$2.19B 1.18%
30,817,200
-5,940,780
7
$2.08B 1.13%
8,286,496
-1,021,558
8
$2.01B 1.09%
12,250,764
+3,337,164
9
$1.93B 1.04%
40,498,469
-1,372,509
10
$1.89B 1.02%
9,340,002
-1,375,669
11
$1.89B 1.02%
13,408,549
-187,056
12
$1.88B 1.02%
30,912,993
-1,700,154
13
$1.8B 0.98%
30,078,258
-3,927,180
14
$1.75B 0.95%
9,051,264
-155,280
15
$1.7B 0.92%
18,110,230
+518,592
16
$1.64B 0.89%
6,643,218
-1,079,901
17
$1.62B 0.88%
7,114,300
-865,359
18
$1.55B 0.84%
15,576,845
-1,901,101
19
$1.49B 0.81%
6,914,817
+1,195,147
20
$1.45B 0.79%
31,135,540
+50,884
21
$1.45B 0.79%
125,634,633
-36,231,818
22
$1.44B 0.78%
12,043,345
-1,088,554
23
$1.29B 0.7%
2,967,202
-280,626
24
$1.26B 0.68%
6,577,555
+424,795
25
$1.25B 0.68%
20,649,931
+1,504,126
1
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