UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512B
AUM Growth
+$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,806
New
Increased
Reduced
Closed

Top Buys

1
+$1.08B
2
+$643M
3
+$588M
4
MDT icon
Medtronic
MDT
+$505M
5
WDAY icon
Workday
WDAY
+$497M

Top Sells

1
+$1.51B
2
+$1.13B
3
+$976M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$803M
5
CVX icon
Chevron
CVX
+$688M

Sector Composition

1 Technology 22.2%
2 Financials 11.44%
3 Industrials 8.31%
4 Consumer Discretionary 8.01%
5 Healthcare 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2751
$7.83M ﹤0.01%
314,602
+182,926
2752
$7.82M ﹤0.01%
109,045
-81,019
2753
$7.82M ﹤0.01%
121,607
+50,193
2754
$7.82M ﹤0.01%
112,997
+36,710
2755
$7.8M ﹤0.01%
39,445
-4,896
2756
$7.8M ﹤0.01%
302,751
-96,972
2757
$7.79M ﹤0.01%
189,198
+71,729
2758
$7.78M ﹤0.01%
688,273
+407,275
2759
$7.78M ﹤0.01%
766,559
+81,259
2760
$7.76M ﹤0.01%
92,352
+4,225
2761
$7.74M ﹤0.01%
195,672
+70,686
2762
$7.74M ﹤0.01%
621,057
-20,283
2763
$7.73M ﹤0.01%
51,726
-755
2764
$7.73M ﹤0.01%
92,971
-59,973
2765
$7.71M ﹤0.01%
466,099
-150,735
2766
$7.71M ﹤0.01%
162,170
+69,159
2767
$7.71M ﹤0.01%
1,401,448
+336,278
2768
$7.71M ﹤0.01%
288,370
+213,935
2769
$7.7M ﹤0.01%
1,064,072
+46,925
2770
$7.7M ﹤0.01%
181,341
+100,751
2771
$7.67M ﹤0.01%
81,370
-4,038
2772
$7.66M ﹤0.01%
70,496
-4,937
2773
$7.65M ﹤0.01%
1,026,406
+432,906
2774
$7.65M ﹤0.01%
500,023
+91,622
2775
$7.64M ﹤0.01%
278,938
+175,973
109 110
111
112 113