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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
3751
$2.38M ﹤0.01%
628,416
+314,716
3752
$2.38M ﹤0.01%
98,432
-11,114
3753
$2.37M ﹤0.01%
140,106
+22,201
3754
$2.36M ﹤0.01%
161,653
+4,472
3755
$2.36M ﹤0.01%
78,565
-60,455
3756
$2.35M ﹤0.01%
968,976
+653
3757
$2.35M ﹤0.01%
663,814
-417,862
3758
$2.34M ﹤0.01%
47,526
-12,861
3759
$2.34M ﹤0.01%
687,100
+440,296
3760
$2.34M ﹤0.01%
84,147
+1,576
3761
$2.33M ﹤0.01%
279,489
-80,776
3762
$2.33M ﹤0.01%
277,844
-28,677
3763
$2.33M ﹤0.01%
258,575
+85,530
3764
$2.33M ﹤0.01%
186,638
+96,922
3765
$2.32M ﹤0.01%
245,440
+33,200
3766
$2.32M ﹤0.01%
722,520
+358,016
3767
$2.32M ﹤0.01%
146,757
+44,587
3768
$2.31M ﹤0.01%
164,048
+4,058
3769
$2.31M ﹤0.01%
81,486
-2,959
3770
$2.3M ﹤0.01%
75,262
-1,197,237
3771
$2.3M ﹤0.01%
231,822
-5,699
3772
$2.3M ﹤0.01%
36,631
+17,346
3773
$2.29M ﹤0.01%
85,263
-49,623
3774
$2.28M ﹤0.01%
29,920
+452
3775
$2.28M ﹤0.01%
22,203
+954
149 150
151
152 153