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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
4201
$1.29M ﹤0.01%
16,709
+1,463
4202
$1.29M ﹤0.01%
99,376
-12,993
4203
$1.29M ﹤0.01%
11,563
+1,937
4204
$1.29M ﹤0.01%
59,897
+36,052
4205
$1.29M ﹤0.01%
129,601
-34,655
4206
$1.28M ﹤0.01%
19,161
-12,133
4207
$1.28M ﹤0.01%
120,844
-32,091
4208
$1.28M ﹤0.01%
55,960
+42,134
4209
$1.28M ﹤0.01%
41,004
-74,453
4210
$1.28M ﹤0.01%
20,439
-22,710
4211
$1.28M ﹤0.01%
168,761
+43,843
4212
$1.28M ﹤0.01%
+121,509
4213
$1.28M ﹤0.01%
190,883
-364,878
4214
$1.27M ﹤0.01%
522,383
+348,232
4215
$1.27M ﹤0.01%
46,172
+16,657
4216
$1.26M ﹤0.01%
10,842
-571
4217
$1.26M ﹤0.01%
19,374
+8,097
4218
$1.26M ﹤0.01%
253,297
+197,345
4219
$1.26M ﹤0.01%
41,284
-30,577
4220
$1.25M ﹤0.01%
54,504
-2,734
4221
$1.25M ﹤0.01%
+31,351
4222
$1.25M ﹤0.01%
89,734
+48,198
4223
$1.25M ﹤0.01%
51,581
+29,118
4224
$1.24M ﹤0.01%
86,050
-13,591
4225
$1.24M ﹤0.01%
181,224
-7,650
167 168
169
170 171