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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
3876
$2.02M ﹤0.01%
21,861
-2,319
3877
$2.01M ﹤0.01%
13,122
-5,659
3878
$2.01M ﹤0.01%
51,483
-12,275
3879
$2.01M ﹤0.01%
54,704
+5,057
3880
$2M ﹤0.01%
29,475
+1,048
3881
$2M ﹤0.01%
970,667
+597,162
3882
$2M ﹤0.01%
376,091
+101,991
3883
$2M ﹤0.01%
11,600
-1,855
3884
$1.99M ﹤0.01%
81,909
-32,286
3885
$1.99M ﹤0.01%
109,856
+5,786
3886
$1.98M ﹤0.01%
64,068
+40,223
3887
$1.98M ﹤0.01%
48,855
-118,575
3888
$1.98M ﹤0.01%
67,696
-2,083
3889
$1.98M ﹤0.01%
314,363
-14,141
3890
$1.98M ﹤0.01%
170,862
-23,311
3891
$1.97M ﹤0.01%
494,774
+97,734
3892
$1.97M ﹤0.01%
261,109
-63,704
3893
$1.97M ﹤0.01%
78,694
+8,216
3894
$1.96M ﹤0.01%
30,350
-32,093
3895
$1.96M ﹤0.01%
181,758
-1,363,950
3896
$1.96M ﹤0.01%
30,541
-35,582
3897
$1.96M ﹤0.01%
738,577
+332,595
3898
$1.96M ﹤0.01%
1,322,017
-1,324,539
3899
$1.95M ﹤0.01%
39,548
-10,233
3900
$1.95M ﹤0.01%
53,787
-25,913
154 155
156
157 158