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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
3626
$2.84M ﹤0.01%
22,991
+1,461
3627
$2.84M ﹤0.01%
411,407
+185,093
3628
$2.83M ﹤0.01%
104,236
+12,034
3629
$2.83M ﹤0.01%
91,534
+13,684
3630
$2.82M ﹤0.01%
81,307
+30,689
3631
$2.82M ﹤0.01%
13,316
+10,628
3632
$2.81M ﹤0.01%
123,106
+17,460
3633
$2.81M ﹤0.01%
97,123
-48,661
3634
$2.81M ﹤0.01%
567,393
+341,539
3635
$2.81M ﹤0.01%
134,821
+131,028
3636
$2.81M ﹤0.01%
607,419
+74,522
3637
$2.8M ﹤0.01%
263,003
+104,719
3638
$2.8M ﹤0.01%
372,222
+368,651
3639
$2.8M ﹤0.01%
100,579
+2,287
3640
$2.8M ﹤0.01%
44,456
-3,051
3641
$2.79M ﹤0.01%
499,036
+137,772
3642
$2.78M ﹤0.01%
21,827
-1,367
3643
$2.78M ﹤0.01%
85,797
+33,471
3644
$2.78M ﹤0.01%
76,724
+33,308
3645
$2.78M ﹤0.01%
32,664
-38,728
3646
$2.77M ﹤0.01%
301,157
+165,952
3647
$2.77M ﹤0.01%
261,344
-10,807
3648
$2.77M ﹤0.01%
28,972
-4,231
3649
$2.76M ﹤0.01%
396,809
+123,980
3650
$2.74M ﹤0.01%
55,133
-42,237
144 145
146
147 148