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
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$2.93B
2
+$2.12B
3
+$1.43B
4
AMZN icon
Amazon
AMZN
+$1.14B
5
META icon
Meta Platforms (Facebook)
META
+$950M

Top Sells

1
+$530M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
SPLK
Splunk Inc
SPLK
+$194M

Sector Composition

1 Technology 20.23%
2 Financials 10.34%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4B 4.09%
29,435,993
+7,237,291
2
$8.68B 2.86%
50,612,391
+11,651,011
3
$7.29B 2.41%
80,728,130
+19,755,800
4
$5.65B 1.87%
31,348,172
+6,854,629
5
$4.43B 1.46%
8,477,932
+295,149
6
$4.32B 1.43%
140,729,533
+5,446,271
7
$3.81B 1.26%
25,211,709
+4,333,781
8
$3.52B 1.16%
17,595,944
+1,507,915
9
$3.44B 1.13%
25,929,820
-1,226,030
10
$3.34B 1.1%
6,870,382
+2,128,968
11
$2.77B 0.91%
9,922,006
+2,627,611
12
$2.46B 0.81%
16,132,163
+614,703
13
$2.37B 0.78%
4,797,695
+979,408
14
$2.35B 0.77%
5,284,911
+537,099
15
$2.35B 0.77%
6,113,541
+833,001
16
$2.09B 0.69%
2,689,225
+145,246
17
$2.09B 0.69%
6,203,600
+101,185
18
$2.04B 0.67%
4,850,479
+1,180,186
19
$2.04B 0.67%
12,509,347
+56,121
20
$1.96B 0.65%
2,673,248
-199,063
21
$1.91B 0.63%
10,508,209
-396,913
22
$1.89B 0.62%
5,499,994
-20,467
23
$1.83B 0.6%
11,253,659
+2,062,762
24
$1.79B 0.59%
13,537,100
+878,544
25
$1.77B 0.59%
23,912,427
+188,415
1
2 3 4 5