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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
3476
$3.36M ﹤0.01%
97,929
+38,263
3477
$3.35M ﹤0.01%
1,156,809
-1,435,942
3478
$3.35M ﹤0.01%
28,140
-2,026
3479
$3.35M ﹤0.01%
362,546
-1,226,494
3480
$3.34M ﹤0.01%
249,617
-270,764
3481
$3.34M ﹤0.01%
145,418
+13,400
3482
$3.34M ﹤0.01%
104,654
+18,795
3483
$3.34M ﹤0.01%
53,064
-15,813
3484
$3.34M ﹤0.01%
117,980
-77,878
3485
$3.33M ﹤0.01%
66,167
+42,366
3486
$3.32M ﹤0.01%
143,072
+18,980
3487
$3.32M ﹤0.01%
122,355
-5,247
3488
$3.32M ﹤0.01%
499,364
-240,710
3489
$3.3M ﹤0.01%
1,246,310
-290,902
3490
$3.3M ﹤0.01%
26,682
-1,335
3491
$3.28M ﹤0.01%
80,993
+12,124
3492
$3.28M ﹤0.01%
467,830
+340,116
3493
$3.28M ﹤0.01%
44,788
+2,036
3494
$3.27M ﹤0.01%
572,267
-2,075,329
3495
$3.27M ﹤0.01%
92,659
-23,497
3496
$3.26M ﹤0.01%
130,752
+127,009
3497
$3.26M ﹤0.01%
218,631
+47,000
3498
$3.25M ﹤0.01%
47,287
+42,053
3499
$3.25M ﹤0.01%
4,505,955
+2,760,238
3500
$3.25M ﹤0.01%
378,101
+124,526
138 139
140
141 142