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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
3976
$1.79M ﹤0.01%
69,128
-95,225
3977
$1.79M ﹤0.01%
303,740
+124,297
3978
$1.79M ﹤0.01%
69,501
-50,568
3979
$1.79M ﹤0.01%
91,220
-52,242
3980
$1.79M ﹤0.01%
13,768
+3,483
3981
$1.78M ﹤0.01%
195,403
-57,939
3982
$1.77M ﹤0.01%
498,085
-17,780
3983
$1.77M ﹤0.01%
551,681
-98,594
3984
$1.77M ﹤0.01%
26,352
-21,916
3985
$1.77M ﹤0.01%
172,518
+54,919
3986
$1.77M ﹤0.01%
103,543
-272,186
3987
$1.76M ﹤0.01%
308,931
-14,280
3988
$1.76M ﹤0.01%
49,196
+16,772
3989
$1.76M ﹤0.01%
100,543
-1,252,585
3990
$1.76M ﹤0.01%
54,305
-706
3991
$1.76M ﹤0.01%
52,204
+2,788
3992
$1.76M ﹤0.01%
40,987
-166,883
3993
$1.76M ﹤0.01%
215,502
-363,554
3994
$1.75M ﹤0.01%
292,290
-582,907
3995
$1.75M ﹤0.01%
92,239
+55,922
3996
$1.74M ﹤0.01%
51,350
+15,864
3997
$1.74M ﹤0.01%
99,217
-59,072
3998
$1.74M ﹤0.01%
126,130
-359,913
3999
$1.74M ﹤0.01%
70,842
+16,644
4000
$1.74M ﹤0.01%
88,933
+35,250
158 159
160
161 162