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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
4151
$1.41M ﹤0.01%
26,599
-849
4152
$1.41M ﹤0.01%
107,603
-46,462
4153
$1.41M ﹤0.01%
209,725
+55,331
4154
$1.4M ﹤0.01%
198,336
-112,144
4155
$1.4M ﹤0.01%
99,941
+82,057
4156
$1.4M ﹤0.01%
158,030
+12,455
4157
$1.4M ﹤0.01%
37,939
+13,611
4158
$1.4M ﹤0.01%
34,659
+7,458
4159
$1.39M ﹤0.01%
730,018
+529,917
4160
$1.39M ﹤0.01%
109,001
-11,550
4161
$1.39M ﹤0.01%
1,579,827
-2,319,736
4162
$1.39M ﹤0.01%
165,252
-5,797
4163
$1.38M ﹤0.01%
300,571
+86,509
4164
$1.38M ﹤0.01%
116,838
-7,975
4165
$1.37M ﹤0.01%
76,301
+10,102
4166
$1.37M ﹤0.01%
46,666
-4,701
4167
$1.37M ﹤0.01%
47,305
+18,666
4168
$1.37M ﹤0.01%
1,140,609
+1,048,116
4169
$1.36M ﹤0.01%
392,738
-363,696
4170
$1.36M ﹤0.01%
76,856
+26,739
4171
$1.36M ﹤0.01%
225,711
+215,187
4172
$1.36M ﹤0.01%
36,464
-190
4173
$1.35M ﹤0.01%
160,478
-116,624
4174
$1.34M ﹤0.01%
11,041
+1,495
4175
$1.34M ﹤0.01%
52,951
-355,161
165 166
167
168 169