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
326
$299M 0.06%
3,625,020
+765,041
327
$299M 0.06%
12,089,703
+10,205,427
328
$298M 0.06%
426,737
-312,720
329
$296M 0.06%
5,856,428
+230,045
330
$292M 0.06%
832,692
+68,475
331
$292M 0.06%
2,062,762
-1,229,572
332
$290M 0.06%
2,899,628
+933,887
333
$289M 0.06%
8,179,070
+1,048,239
334
$288M 0.06%
5,013,003
-1,190,668
335
$288M 0.06%
2,090,509
+533,287
336
$287M 0.06%
8,090,632
+995,579
337
$287M 0.06%
1,130,941
-272,986
338
$287M 0.06%
19,517,024
+500,164
339
$286M 0.06%
1,394,526
-277,804
340
$285M 0.06%
1,252,968
-298,086
341
$283M 0.06%
9,173,118
+4,804,193
342
$282M 0.06%
2,523,487
+1,098,263
343
$280M 0.05%
3,815,257
+95,871
344
$280M 0.05%
24,900,209
+62,118
345
$280M 0.05%
3,505,788
+13,791
346
$279M 0.05%
2,154,324
+110,590
347
$279M 0.05%
2,147,471
-103,921
348
$279M 0.05%
3,318,991
+62,561
349
$278M 0.05%
3,526,845
+18,785
350
$277M 0.05%
2,127,377
+1,294,169
12 13
14
15 16