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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
4001
$1.74M ﹤0.01%
56,839
+15,815
4002
$1.74M ﹤0.01%
532,992
-303,516
4003
$1.74M ﹤0.01%
55,557
+15,378
4004
$1.73M ﹤0.01%
28,300
+10,758
4005
$1.73M ﹤0.01%
40,191
-1,122
4006
$1.73M ﹤0.01%
36,013
+4,965
4007
$1.73M ﹤0.01%
407,177
+307,740
4008
$1.73M ﹤0.01%
99,975
+97,475
4009
$1.72M ﹤0.01%
76,324
+22,191
4010
$1.72M ﹤0.01%
405,651
+130,711
4011
$1.71M ﹤0.01%
397,722
+80,263
4012
$1.71M ﹤0.01%
35,981
+46
4013
$1.71M ﹤0.01%
41,979
+18,062
4014
$1.71M ﹤0.01%
46,567
+26,471
4015
$1.71M ﹤0.01%
117,991
-1,052
4016
$1.7M ﹤0.01%
260,133
+45,846
4017
$1.7M ﹤0.01%
156,150
-66,015
4018
$1.7M ﹤0.01%
+132,266
4019
$1.7M ﹤0.01%
233,626
+36,642
4020
$1.7M ﹤0.01%
59,315
-31,371
4021
$1.69M ﹤0.01%
127,827
+119,271
4022
$1.69M ﹤0.01%
158,001
+60,301
4023
$1.69M ﹤0.01%
304,773
+109,446
4024
$1.68M ﹤0.01%
92,514
+32,745
4025
$1.68M ﹤0.01%
44,320
-6,103
159 160
161
162 163