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 22.2%
2 Financials 11.44%
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
351
$277M 0.05%
5,491,705
+345,776
352
$276M 0.05%
2,685,105
-210,461
353
$275M 0.05%
6,543,565
+4,442,975
354
$275M 0.05%
6,495,807
+2,319,983
355
$274M 0.05%
3,777,696
+247,824
356
$274M 0.05%
575,156
-57,059
357
$272M 0.05%
3,827,141
-157,168
358
$272M 0.05%
4,039,387
+246,886
359
$271M 0.05%
63,223
-12,792
360
$270M 0.05%
1,338,783
-633,964
361
$266M 0.05%
2,856,626
-44,182
362
$265M 0.05%
1,877,140
+433,763
363
$265M 0.05%
1,713,859
+75,811
364
$265M 0.05%
4,301,601
+663,267
365
$263M 0.05%
5,266,463
-1,542,786
366
$263M 0.05%
2,466,934
-58,957
367
$262M 0.05%
1,010,406
-123,959
368
$261M 0.05%
5,653,619
+410,781
369
$261M 0.05%
3,611,124
+1,694,161
370
$260M 0.05%
840,297
-5,827
371
$259M 0.05%
21,649,325
-8,301,272
372
$259M 0.05%
9,262,642
+1,407,834
373
$258M 0.05%
798,045
-44,629
374
$258M 0.05%
4,237,021
+1,430,394
375
$257M 0.05%
1,274,142
+307,000
13 14
15
16 17