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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
3801
$2.19M ﹤0.01%
28,596
+3,129
3802
$2.19M ﹤0.01%
44,047
-382,270
3803
$2.19M ﹤0.01%
108,828
-77,775
3804
$2.19M ﹤0.01%
362,373
-646,146
3805
$2.19M ﹤0.01%
4,703
+249
3806
$2.19M ﹤0.01%
214,445
-12,998
3807
$2.17M ﹤0.01%
118,791
+41,331
3808
$2.17M ﹤0.01%
67,724
+523
3809
$2.17M ﹤0.01%
119,518
-18,811
3810
$2.17M ﹤0.01%
877,976
+802,368
3811
$2.16M ﹤0.01%
167,948
+6,884
3812
$2.16M ﹤0.01%
401,269
+159,179
3813
$2.16M ﹤0.01%
79,980
+65,908
3814
$2.16M ﹤0.01%
474,915
+213,743
3815
$2.16M ﹤0.01%
412,033
-21,428
3816
$2.16M ﹤0.01%
53,994
-14,104
3817
$2.16M ﹤0.01%
137,000
+72,614
3818
$2.15M ﹤0.01%
53,980
-39,231
3819
$2.15M ﹤0.01%
203,411
+17,350
3820
$2.14M ﹤0.01%
162,616
-156,526
3821
$2.14M ﹤0.01%
38,240
-8,805
3822
$2.13M ﹤0.01%
198,992
+157,654
3823
$2.13M ﹤0.01%
48,541
-50
3824
$2.13M ﹤0.01%
65,413
+22,730
3825
$2.12M ﹤0.01%
161,950
-76,739
151 152
153
154 155