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
301
$322M 0.06%
4,729,931
-39,648
302
$322M 0.06%
3,825,787
+213,501
303
$320M 0.06%
1,888,480
+261,725
304
$319M 0.06%
1,044,906
-506,220
305
$319M 0.06%
1,872,774
-370,513
306
$319M 0.06%
523,114
-400,080
307
$319M 0.06%
3,553,205
-1,624,745
308
$317M 0.06%
3,966,891
+2,331,105
309
$316M 0.06%
5,970,956
+3,175,352
310
$316M 0.06%
6,531,614
-2,028,892
311
$315M 0.06%
9,656,111
+4,815,053
312
$315M 0.06%
3,405,183
+559,435
313
$315M 0.06%
1,070,579
-66,401
314
$314M 0.06%
7,417,190
-10,097,801
315
$312M 0.06%
6,815,944
+386,175
316
$311M 0.06%
3,141,452
+59,435
317
$306M 0.06%
2,323,447
-81,162
318
$305M 0.06%
3,718,078
-1,849,050
319
$305M 0.06%
6,225,192
+2,970,079
320
$305M 0.06%
2,714,083
+2,319,609
321
$303M 0.06%
773,048
+73,046
322
$302M 0.06%
1,449,131
-184,780
323
$302M 0.06%
1,568,556
-160,455
324
$300M 0.06%
1,976,774
-246,817
325
$300M 0.06%
929,426
+83,508
11 12
13
14 15