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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 22.19%
2 Financials 11.45%
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
3451
$3.45M ﹤0.01%
57,477
+23,184
3452
$3.45M ﹤0.01%
81,471
-14,932
3453
$3.45M ﹤0.01%
154,531
+21,322
3454
$3.44M ﹤0.01%
188,728
-263,649
3455
$3.44M ﹤0.01%
457,013
-124,043
3456
$3.44M ﹤0.01%
227,161
-34,499
3457
$3.43M ﹤0.01%
345,625
+184,976
3458
$3.42M ﹤0.01%
98,624
+16,369
3459
$3.42M ﹤0.01%
796,325
+19,604
3460
$3.42M ﹤0.01%
1,049,687
-1,633,036
3461
$3.42M ﹤0.01%
111,682
+72,448
3462
$3.42M ﹤0.01%
549,245
-82,486
3463
$3.41M ﹤0.01%
400,136
-621,517
3464
$3.41M ﹤0.01%
58,645
-14,749
3465
$3.4M ﹤0.01%
73,290
-26,575
3466
$3.4M ﹤0.01%
232,966
+194,951
3467
$3.39M ﹤0.01%
435,152
+100,724
3468
$3.39M ﹤0.01%
89,504
-25,635
3469
$3.39M ﹤0.01%
326,474
-804,183
3470
$3.38M ﹤0.01%
66,928
-8,063
3471
$3.38M ﹤0.01%
2,154,064
-319,095
3472
$3.37M ﹤0.01%
43,941
+10,092
3473
$3.36M ﹤0.01%
118,668
+25,996
3474
$3.36M ﹤0.01%
908,101
+434,162
3475
$3.36M ﹤0.01%
76,332
+46,417
137 138
139
140 141