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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
4126
$1.46M ﹤0.01%
13,273
+3,285
4127
$1.46M ﹤0.01%
19,257
+16,842
4128
$1.46M ﹤0.01%
105,754
+18,220
4129
$1.45M ﹤0.01%
34,859
-2,091
4130
$1.45M ﹤0.01%
100,419
+22,132
4131
$1.45M ﹤0.01%
32,321
-4,728
4132
$1.45M ﹤0.01%
121,375
-1,738
4133
$1.44M ﹤0.01%
128,851
-68,985
4134
$1.44M ﹤0.01%
561,585
+203,835
4135
$1.44M ﹤0.01%
18,583
+978
4136
$1.44M ﹤0.01%
106,367
-33,798
4137
$1.44M ﹤0.01%
32,449
-18,247
4138
$1.44M ﹤0.01%
141,298
+24,550
4139
$1.44M ﹤0.01%
64,377
-16,441
4140
$1.43M ﹤0.01%
46,700
+39,113
4141
$1.43M ﹤0.01%
22,493
-6,718
4142
$1.42M ﹤0.01%
20,451
+919
4143
$1.42M ﹤0.01%
433,741
-582,679
4144
$1.42M ﹤0.01%
64,856
-337
4145
$1.42M ﹤0.01%
32,042
+1,121
4146
$1.41M ﹤0.01%
51,435
-16,765
4147
$1.41M ﹤0.01%
37,729
+7,072
4148
$1.41M ﹤0.01%
70,462
+8,918
4149
$1.41M ﹤0.01%
136,444
-22,191
4150
$1.41M ﹤0.01%
27,127
+17,173
164 165
166
167 168