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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
3851
$2.07M ﹤0.01%
630,604
+274,209
3852
$2.07M ﹤0.01%
218,096
+63,912
3853
$2.07M ﹤0.01%
85,178
-124,572
3854
$2.07M ﹤0.01%
80,794
-12,577
3855
$2.06M ﹤0.01%
52,456
-43,293
3856
$2.06M ﹤0.01%
214,815
-40,659
3857
$2.05M ﹤0.01%
75,649
-3,209
3858
$2.05M ﹤0.01%
294,464
-232,764
3859
$2.05M ﹤0.01%
73,303
+25,646
3860
$2.05M ﹤0.01%
240,088
-19,843
3861
$2.05M ﹤0.01%
114,953
+10,619
3862
$2.05M ﹤0.01%
176,462
+35,378
3863
$2.04M ﹤0.01%
84,539
-204,666
3864
$2.04M ﹤0.01%
35,201
+4,342
3865
$2.04M ﹤0.01%
82,565
+7,584
3866
$2.04M ﹤0.01%
248,948
-47,289
3867
$2.04M ﹤0.01%
573,476
+404,139
3868
$2.04M ﹤0.01%
108,308
+47,011
3869
$2.04M ﹤0.01%
114,257
-5,675
3870
$2.04M ﹤0.01%
85,099
-17,463
3871
$2.03M ﹤0.01%
936,504
-842,908
3872
$2.03M ﹤0.01%
28,233
-167,063
3873
$2.03M ﹤0.01%
373,600
-11,351
3874
$2.03M ﹤0.01%
12,633
-1,513
3875
$2.03M ﹤0.01%
33,679
-101
153 154
155
156 157