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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
3651
$2.74M ﹤0.01%
66,934
-56,291
3652
$2.74M ﹤0.01%
36,579
+16,665
3653
$2.73M ﹤0.01%
298,612
-55,613
3654
$2.72M ﹤0.01%
56,597
-22,550
3655
$2.72M ﹤0.01%
70,445
+24,038
3656
$2.72M ﹤0.01%
536,230
+504,863
3657
$2.71M ﹤0.01%
139,863
+17,773
3658
$2.71M ﹤0.01%
141,561
-2,843
3659
$2.7M ﹤0.01%
54,212
+834
3660
$2.7M ﹤0.01%
314,283
-66,447
3661
$2.7M ﹤0.01%
425,625
-21,766
3662
$2.7M ﹤0.01%
60,476
-5,078
3663
$2.69M ﹤0.01%
147,578
+92,936
3664
$2.69M ﹤0.01%
568,597
-775,334
3665
$2.68M ﹤0.01%
506,170
+298,129
3666
$2.68M ﹤0.01%
317,761
-133,149
3667
$2.68M ﹤0.01%
102,865
+69,765
3668
$2.68M ﹤0.01%
138,798
+108,410
3669
$2.68M ﹤0.01%
89,193
+17,112
3670
$2.65M ﹤0.01%
56,422
-139,971
3671
$2.64M ﹤0.01%
35,841
-52,001
3672
$2.64M ﹤0.01%
437,774
-62,655
3673
$2.64M ﹤0.01%
684,620
-681,800
3674
$2.63M ﹤0.01%
47,738
+26,438
3675
$2.63M ﹤0.01%
42,200
-5,825
145 146
147
148 149