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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
4276
$1.17M ﹤0.01%
60,566
-47,280
4277
$1.17M ﹤0.01%
137,133
+85,447
4278
$1.16M ﹤0.01%
15,859
-26
4279
$1.16M ﹤0.01%
21,696
-3,669
4280
$1.16M ﹤0.01%
17,078
-4,788
4281
$1.16M ﹤0.01%
9,136
-5,708
4282
$1.16M ﹤0.01%
278,760
-10,947
4283
$1.15M ﹤0.01%
316,365
-289,126
4284
$1.15M ﹤0.01%
214,480
+8,192
4285
$1.15M ﹤0.01%
1,905,625
+1,074,980
4286
$1.15M ﹤0.01%
66,804
+29,850
4287
$1.15M ﹤0.01%
28,614
+373
4288
$1.15M ﹤0.01%
28,694
+1,887
4289
$1.14M ﹤0.01%
13,645
-1,559
4290
$1.14M ﹤0.01%
32,368
-8,748
4291
$1.14M ﹤0.01%
16,312
-29,551
4292
$1.14M ﹤0.01%
36,775
-1,275
4293
$1.14M ﹤0.01%
78,731
-302,022
4294
$1.13M ﹤0.01%
20,200
-2,413
4295
$1.13M ﹤0.01%
1,669,100
+1,668,494
4296
$1.13M ﹤0.01%
190,527
+1,821
4297
$1.13M ﹤0.01%
47,099
-7,849
4298
$1.13M ﹤0.01%
50,170
+2,050
4299
$1.13M ﹤0.01%
7,820
+467
4300
$1.13M ﹤0.01%
82,889
+60,019
170 171
172
173 174