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
276
$348M 0.07%
8,273,932
+1,389,679
277
$347M 0.07%
2,159,993
+208,820
278
$347M 0.07%
2,800,198
-236,907
279
$345M 0.07%
945,211
-50,661
280
$344M 0.07%
1,270,244
-988,537
281
$344M 0.07%
3,059,979
+641,828
282
$342M 0.07%
1,313,116
+372,364
283
$340M 0.07%
1,820,102
+246,289
284
$339M 0.07%
1,305,197
+105,050
285
$339M 0.07%
2,223,123
+870,182
286
$339M 0.07%
3,087,376
-670,196
287
$337M 0.07%
3,545,978
+80,056
288
$336M 0.07%
735,035
+150,085
289
$336M 0.07%
5,011,006
-493,669
290
$335M 0.07%
2,641,579
-193,079
291
$333M 0.07%
3,703,220
+1,563,405
292
$332M 0.06%
10,565,366
-3,378,939
293
$332M 0.06%
20,393,938
+6,047,368
294
$332M 0.06%
16,468,148
+5,961,457
295
$330M 0.06%
2,315,376
+31,610
296
$329M 0.06%
6,479,683
+71,940
297
$327M 0.06%
1,030,281
+120,240
298
$326M 0.06%
7,757,076
-28,040
299
$326M 0.06%
2,465,444
-1,344,348
300
$325M 0.06%
4,144,995
+927,655
10 11
12
13 14