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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
3551
$3.05M ﹤0.01%
233,551
-1,036,888
3552
$3.05M ﹤0.01%
113,073
+56,733
3553
$3.04M ﹤0.01%
762,675
-444,880
3554
$3.04M ﹤0.01%
17,040
+3,476
3555
$3.03M ﹤0.01%
138,134
-33,924
3556
$3.03M ﹤0.01%
34,418
+10,817
3557
$3.03M ﹤0.01%
223,190
-5,884
3558
$3.03M ﹤0.01%
83,424
-87,942
3559
$3.03M ﹤0.01%
201,748
+6,802
3560
$3.02M ﹤0.01%
471,773
+132,424
3561
$3.02M ﹤0.01%
141,531
-1,621
3562
$3.02M ﹤0.01%
58,725
+246
3563
$3.02M ﹤0.01%
187,207
-6,780
3564
$3.01M ﹤0.01%
60,495
+11,271
3565
$3.01M ﹤0.01%
143,222
+10,987
3566
$3M ﹤0.01%
58,593
-2,908
3567
$2.99M ﹤0.01%
258,275
-16,202
3568
$2.99M ﹤0.01%
188,138
-111,378
3569
$2.98M ﹤0.01%
1,407,615
+1,196,689
3570
$2.98M ﹤0.01%
65,404
-315,614
3571
$2.98M ﹤0.01%
55,988
-70
3572
$2.98M ﹤0.01%
567,690
+337,179
3573
$2.98M ﹤0.01%
349,379
-54,890
3574
$2.97M ﹤0.01%
66,455
+39,934
3575
$2.97M ﹤0.01%
316,768
+23,484
141 142
143
144 145