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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
4251
$1.2M ﹤0.01%
35,809
+32,279
4252
$1.2M ﹤0.01%
+50,414
4253
$1.2M ﹤0.01%
246,995
+45,330
4254
$1.2M ﹤0.01%
125,991
-112,755
4255
$1.2M ﹤0.01%
89,566
+1,408
4256
$1.2M ﹤0.01%
167,283
+143,615
4257
$1.2M ﹤0.01%
34,413
+10,708
4258
$1.2M ﹤0.01%
752,596
+729,754
4259
$1.19M ﹤0.01%
162,074
+72,360
4260
$1.19M ﹤0.01%
119,388
-23,055
4261
$1.19M ﹤0.01%
35,168
-101,671
4262
$1.19M ﹤0.01%
25,239
+24,829
4263
$1.18M ﹤0.01%
28,935
-31,799
4264
$1.18M ﹤0.01%
70,991
-235,796
4265
$1.18M ﹤0.01%
11,382
+2,332
4266
$1.18M ﹤0.01%
36,185
+13,545
4267
$1.18M ﹤0.01%
233,445
-55,968
4268
$1.18M ﹤0.01%
+43,038
4269
$1.18M ﹤0.01%
173,411
-16,006
4270
$1.18M ﹤0.01%
196,143
-147,109
4271
$1.18M ﹤0.01%
73,267
-189
4272
$1.17M ﹤0.01%
94,664
-8,094
4273
$1.17M ﹤0.01%
73,310
+23,780
4274
$1.17M ﹤0.01%
145,971
-280,189
4275
$1.17M ﹤0.01%
92,727
-43,626
169 170
171
172 173