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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
3701
$2.55M ﹤0.01%
134,005
+65,643
3702
$2.55M ﹤0.01%
150,284
+6,879
3703
$2.54M ﹤0.01%
53,103
+34,522
3704
$2.54M ﹤0.01%
461,320
-426,608
3705
$2.54M ﹤0.01%
127,905
+31,844
3706
$2.54M ﹤0.01%
84,647
+6,971
3707
$2.54M ﹤0.01%
83,626
+41,339
3708
$2.54M ﹤0.01%
162,315
+135,394
3709
$2.54M ﹤0.01%
104,454
+8,458
3710
$2.53M ﹤0.01%
262,420
-45,454
3711
$2.52M ﹤0.01%
163,092
+126,552
3712
$2.52M ﹤0.01%
36,506
+2,536
3713
$2.52M ﹤0.01%
82,170
-402,697
3714
$2.51M ﹤0.01%
573,825
-177,446
3715
$2.51M ﹤0.01%
208,951
+16,401
3716
$2.51M ﹤0.01%
284,402
-116,848
3717
$2.51M ﹤0.01%
36,067
-625
3718
$2.5M ﹤0.01%
77,478
+53,625
3719
$2.5M ﹤0.01%
23,184
+8,429
3720
$2.5M ﹤0.01%
468,344
+140,805
3721
$2.49M ﹤0.01%
48,689
-20,465
3722
$2.49M ﹤0.01%
94,728
-146,922
3723
$2.48M ﹤0.01%
75,543
+8,826
3724
$2.48M ﹤0.01%
695,734
+479,123
3725
$2.48M ﹤0.01%
29,801
-3,322
147 148
149
150 151