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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
3951
$1.85M ﹤0.01%
78,206
-1,512
3952
$1.84M ﹤0.01%
52,394
+8,377
3953
$1.84M ﹤0.01%
16,419
-6,205
3954
$1.84M ﹤0.01%
22,517
+3,507
3955
$1.84M ﹤0.01%
61,524
+25,467
3956
$1.84M ﹤0.01%
78,118
-16,121
3957
$1.84M ﹤0.01%
32,131
-14,170
3958
$1.83M ﹤0.01%
681,877
+645,399
3959
$1.83M ﹤0.01%
127,482
-1,643
3960
$1.83M ﹤0.01%
66,588
+55,679
3961
$1.83M ﹤0.01%
115,579
+85,410
3962
$1.83M ﹤0.01%
6,828
+1,051
3963
$1.83M ﹤0.01%
529,914
+349,808
3964
$1.83M ﹤0.01%
41,472
-9,927
3965
$1.82M ﹤0.01%
81,533
-70,986
3966
$1.81M ﹤0.01%
400,588
-981,564
3967
$1.81M ﹤0.01%
39,517
-1,639
3968
$1.81M ﹤0.01%
161,483
+415
3969
$1.81M ﹤0.01%
25,433
+20,242
3970
$1.81M ﹤0.01%
437,937
+64,052
3971
$1.81M ﹤0.01%
21,249
-38,057
3972
$1.8M ﹤0.01%
38,194
+9,365
3973
$1.8M ﹤0.01%
1,885,158
-431,504
3974
$1.79M ﹤0.01%
154,234
-1,251
3975
$1.79M ﹤0.01%
400,109
-187,633
157 158
159
160 161