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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
3776
$2.28M ﹤0.01%
167,404
+74,603
3777
$2.27M ﹤0.01%
76,575
-22,823
3778
$2.26M ﹤0.01%
80,309
+14,779
3779
$2.26M ﹤0.01%
469,692
+88,575
3780
$2.26M ﹤0.01%
53,493
+13,651
3781
$2.26M ﹤0.01%
124,676
-245,047
3782
$2.25M ﹤0.01%
245,302
-336,004
3783
$2.25M ﹤0.01%
86,964
+47,744
3784
$2.23M ﹤0.01%
84,620
-7,317
3785
$2.23M ﹤0.01%
115,311
+3,296
3786
$2.23M ﹤0.01%
106,720
-48,794
3787
$2.23M ﹤0.01%
65,980
-114,876
3788
$2.22M ﹤0.01%
79,395
+2,463
3789
$2.22M ﹤0.01%
364,559
-15,169
3790
$2.21M ﹤0.01%
54,688
-8,558
3791
$2.21M ﹤0.01%
473,100
+17,558
3792
$2.21M ﹤0.01%
119,049
-49,816
3793
$2.21M ﹤0.01%
56,676
-44,992
3794
$2.2M ﹤0.01%
593,959
+150,966
3795
$2.2M ﹤0.01%
124,199
-43,790
3796
$2.2M ﹤0.01%
214,594
-1,516,046
3797
$2.2M ﹤0.01%
641,143
+268,433
3798
$2.2M ﹤0.01%
81,100
+2,042
3799
$2.2M ﹤0.01%
40,573
+590
3800
$2.2M ﹤0.01%
198,748
-126,881
150 151
152
153 154