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
2776
$7.63M ﹤0.01%
176,289
+114,021
2777
$7.62M ﹤0.01%
+209,507
2778
$7.61M ﹤0.01%
847,017
+695,899
2779
$7.61M ﹤0.01%
375,736
+77,346
2780
$7.6M ﹤0.01%
149,238
+3,822
2781
$7.59M ﹤0.01%
375,150
+233,608
2782
$7.59M ﹤0.01%
398,402
-507,558
2783
$7.58M ﹤0.01%
+553,137
2784
$7.56M ﹤0.01%
167,136
+10,459
2785
$7.56M ﹤0.01%
76,379
+790
2786
$7.54M ﹤0.01%
262,109
+114,021
2787
$7.54M ﹤0.01%
549,701
+403,149
2788
$7.53M ﹤0.01%
83,283
-94,931
2789
$7.53M ﹤0.01%
127,240
+4,744
2790
$7.53M ﹤0.01%
304,454
+22,616
2791
$7.51M ﹤0.01%
514,170
+117,037
2792
$7.48M ﹤0.01%
446,028
+35,885
2793
$7.48M ﹤0.01%
480,415
+89,018
2794
$7.47M ﹤0.01%
292,906
+23,685
2795
$7.47M ﹤0.01%
746,722
+122,741
2796
$7.45M ﹤0.01%
195,473
-30,661
2797
$7.44M ﹤0.01%
296,049
+26,364
2798
$7.44M ﹤0.01%
204,153
+4,541
2799
$7.43M ﹤0.01%
174,402
+60,046
2800
$7.42M ﹤0.01%
91,507
-6,534
110 111
112
113 114