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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
4076
$1.57M ﹤0.01%
175,485
-162,047
4077
$1.57M ﹤0.01%
474,480
-30,810
4078
$1.56M ﹤0.01%
105,463
-6,632
4079
$1.56M ﹤0.01%
184,158
+33,202
4080
$1.56M ﹤0.01%
42,291
+22,790
4081
$1.55M ﹤0.01%
168,282
+1,883
4082
$1.55M ﹤0.01%
34,534
+13,095
4083
$1.55M ﹤0.01%
165,348
-82,367
4084
$1.55M ﹤0.01%
39,891
+1,141
4085
$1.55M ﹤0.01%
51,462
+14,475
4086
$1.55M ﹤0.01%
71,929
-87,627
4087
$1.54M ﹤0.01%
150,542
-458
4088
$1.54M ﹤0.01%
248,756
+53,667
4089
$1.54M ﹤0.01%
58,213
-19,707
4090
$1.54M ﹤0.01%
140,647
-23,023
4091
$1.54M ﹤0.01%
97,362
+9,756
4092
$1.54M ﹤0.01%
53,129
-17,862
4093
$1.53M ﹤0.01%
42,963
-80,905
4094
$1.53M ﹤0.01%
127,172
+11,070
4095
$1.53M ﹤0.01%
50,237
-121,551
4096
$1.53M ﹤0.01%
39,673
-48,533
4097
$1.53M ﹤0.01%
376,909
-99,431
4098
$1.53M ﹤0.01%
29,227
+14,776
4099
$1.52M ﹤0.01%
17,544
+2,006
4100
$1.52M ﹤0.01%
15,045
+10,792
162 163
164
165 166