We are live on ! Find out more
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
3726
$2.48M ﹤0.01%
94,710
-2,416
3727
$2.47M ﹤0.01%
55,032
-10,899
3728
$2.47M ﹤0.01%
397,033
-693,424
3729
$2.47M ﹤0.01%
71,533
+29,803
3730
$2.46M ﹤0.01%
249,190
-28,842
3731
$2.46M ﹤0.01%
127,949
+9,056
3732
$2.46M ﹤0.01%
276,121
-764,615
3733
$2.45M ﹤0.01%
33,747
-7,659
3734
$2.45M ﹤0.01%
471,424
+387,104
3735
$2.44M ﹤0.01%
365,850
-113,118
3736
$2.44M ﹤0.01%
131,570
-56,837
3737
$2.44M ﹤0.01%
247,560
+5,328
3738
$2.44M ﹤0.01%
128,840
-243,826
3739
$2.44M ﹤0.01%
171,797
+601
3740
$2.44M ﹤0.01%
39,474
+10,158
3741
$2.42M ﹤0.01%
82,468
-54,101
3742
$2.42M ﹤0.01%
642,837
-244,081
3743
$2.42M ﹤0.01%
647,213
-92,472
3744
$2.41M ﹤0.01%
1,526,419
+1,407,208
3745
$2.41M ﹤0.01%
54,003
+20,794
3746
$2.4M ﹤0.01%
70,700
-320,580
3747
$2.4M ﹤0.01%
46,635
-14,901
3748
$2.39M ﹤0.01%
1,838,986
+1,172,952
3749
$2.39M ﹤0.01%
1,593,586
+723,350
3750
$2.39M ﹤0.01%
1,263,545
+274,026
148 149
150
151 152