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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
3676
$2.61M ﹤0.01%
52,496
+3,123
3677
$2.61M ﹤0.01%
196,224
-8,057
3678
$2.61M ﹤0.01%
705,568
+669,621
3679
$2.61M ﹤0.01%
49,582
-5,861
3680
$2.6M ﹤0.01%
700,019
-15,845
3681
$2.6M ﹤0.01%
216,186
+96,493
3682
$2.6M ﹤0.01%
+53,975
3683
$2.59M ﹤0.01%
187,196
-20,600
3684
$2.59M ﹤0.01%
369,211
+9,416
3685
$2.59M ﹤0.01%
181,334
-40,622
3686
$2.58M ﹤0.01%
119,263
+92,415
3687
$2.58M ﹤0.01%
103,809
+6,919
3688
$2.57M ﹤0.01%
79,872
-3,048
3689
$2.57M ﹤0.01%
99,635
-20,351
3690
$2.57M ﹤0.01%
194,105
-502,543
3691
$2.57M ﹤0.01%
132,987
-5,612
3692
$2.57M ﹤0.01%
115,500
+2,089
3693
$2.56M ﹤0.01%
18,327
-11,171
3694
$2.56M ﹤0.01%
703
-900
3695
$2.56M ﹤0.01%
26,606
+2,277
3696
$2.55M ﹤0.01%
62,758
-1,897
3697
$2.55M ﹤0.01%
512,611
+310,371
3698
$2.55M ﹤0.01%
388,314
-255,034
3699
$2.55M ﹤0.01%
53,359
-29,158
3700
$2.55M ﹤0.01%
95,216
-12,736
146 147
148
149 150