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 22.2%
2 Financials 11.44%
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
401
$242M 0.05%
1,753,992
+63,931
402
$242M 0.05%
10,311,707
+1,979,623
403
$241M 0.05%
2,080,512
+791,822
404
$241M 0.05%
1,531,666
+104,580
405
$241M 0.05%
2,407,135
-1,710,420
406
$241M 0.05%
483,103
+101,345
407
$240M 0.05%
5,342,669
-162,110
408
$240M 0.05%
9,226,155
-2,557,128
409
$239M 0.05%
873,530
+339,774
410
$238M 0.05%
2,154,863
+219,146
411
$237M 0.05%
1,080,049
-1,344,157
412
$237M 0.05%
1,646,239
+1,352,785
413
$237M 0.05%
3,107,683
+2,812,733
414
$236M 0.05%
710,300
-7,333
415
$233M 0.05%
2,081,473
-1,038,913
416
$232M 0.05%
688,606
-112,577
417
$231M 0.05%
14,333,059
+11,146,800
418
$231M 0.05%
1,228,775
+177,541
419
$231M 0.05%
2,447,249
+768,740
420
$231M 0.05%
763,112
-22,705
421
$231M 0.05%
1,757,210
-46,061
422
$231M 0.05%
4,630,152
-333,813
423
$230M 0.05%
7,065,610
+1,526,415
424
$229M 0.04%
768,445
-49,314
425
$229M 0.04%
1,637,262
-10,472
15 16
17
18 19