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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
3576
$2.97M ﹤0.01%
391,220
+4,313
3577
$2.97M ﹤0.01%
76,586
-31,164
3578
$2.96M ﹤0.01%
55,755
+20,690
3579
$2.96M ﹤0.01%
209,740
-164,133
3580
$2.96M ﹤0.01%
160,486
+105,042
3581
$2.96M ﹤0.01%
1,123,901
+597,434
3582
$2.95M ﹤0.01%
208,911
-93,210
3583
$2.95M ﹤0.01%
256,919
+107,482
3584
$2.95M ﹤0.01%
135,556
-875
3585
$2.95M ﹤0.01%
105,785
-51,653
3586
$2.94M ﹤0.01%
42,663
+24,424
3587
$2.94M ﹤0.01%
55,361
-9,879
3588
$2.94M ﹤0.01%
540,708
+141,056
3589
$2.94M ﹤0.01%
202,479
+36,561
3590
$2.93M ﹤0.01%
158,851
+45,704
3591
$2.93M ﹤0.01%
127,109
+10,886
3592
$2.93M ﹤0.01%
113,832
-1,840
3593
$2.93M ﹤0.01%
283,604
-5,910
3594
$2.93M ﹤0.01%
1,386,267
+254,397
3595
$2.92M ﹤0.01%
135,311
+46,129
3596
$2.92M ﹤0.01%
178,103
+3,823
3597
$2.92M ﹤0.01%
518,890
+445,755
3598
$2.91M ﹤0.01%
56,047
-9,434
3599
$2.91M ﹤0.01%
95,235
+85,151
3600
$2.91M ﹤0.01%
44,930
-50,984
142 143
144
145 146