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
2826
$7.21M ﹤0.01%
572,119
-189,673
2827
$7.2M ﹤0.01%
455,925
+55,240
2828
$7.19M ﹤0.01%
306,037
-46,678
2829
$7.18M ﹤0.01%
474,425
+18,676
2830
$7.18M ﹤0.01%
197,296
-8,119
2831
$7.16M ﹤0.01%
207,135
-64,441
2832
$7.15M ﹤0.01%
262,527
-152,100
2833
$7.15M ﹤0.01%
122,054
-1,004,302
2834
$7.15M ﹤0.01%
2,277,830
+1,039,353
2835
$7.15M ﹤0.01%
136,136
-7,014
2836
$7.14M ﹤0.01%
542,365
+319,853
2837
$7.14M ﹤0.01%
1,499,425
+859,406
2838
$7.14M ﹤0.01%
+235,873
2839
$7.13M ﹤0.01%
112,521
-139,375
2840
$7.13M ﹤0.01%
235,238
-199,989
2841
$7.12M ﹤0.01%
293,322
+45,805
2842
$7.12M ﹤0.01%
102,333
+64,049
2843
$7.11M ﹤0.01%
178,036
+112,686
2844
$7.11M ﹤0.01%
68,791
+23,316
2845
$7.09M ﹤0.01%
460,666
+188,610
2846
$7.09M ﹤0.01%
405,266
+9,708
2847
$7.09M ﹤0.01%
366,051
-189,615
2848
$7.07M ﹤0.01%
33,920
+16,067
2849
$7.07M ﹤0.01%
2,202,530
+1,490,469
2850
$7.06M ﹤0.01%
208,334
+81,165
112 113
114
115 116