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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
4326
$1.09M ﹤0.01%
14,974
-11,282
4327
$1.09M ﹤0.01%
66,629
+62,173
4328
$1.09M ﹤0.01%
80,105
-76,058
4329
$1.09M ﹤0.01%
81,458
+3,040
4330
$1.09M ﹤0.01%
32,793
-2,951
4331
$1.09M ﹤0.01%
37,037
-67,846
4332
$1.09M ﹤0.01%
100,965
-19,932
4333
$1.08M ﹤0.01%
39,271
-5,447
4334
$1.08M ﹤0.01%
193,127
+75,027
4335
$1.08M ﹤0.01%
29,835
-9,507
4336
$1.08M ﹤0.01%
32,506
+8,849
4337
$1.08M ﹤0.01%
65,242
+44,573
4338
$1.07M ﹤0.01%
323,020
-263,044
4339
$1.07M ﹤0.01%
+34,389
4340
$1.07M ﹤0.01%
37,498
-54,500
4341
$1.07M ﹤0.01%
57,694
+22,677
4342
$1.07M ﹤0.01%
47,052
+7,355
4343
$1.06M ﹤0.01%
70,378
-35,162
4344
$1.06M ﹤0.01%
48,130
+2,486
4345
$1.06M ﹤0.01%
811,664
+511,554
4346
$1.06M ﹤0.01%
60,725
+29,758
4347
$1.06M ﹤0.01%
201,546
-58,376
4348
$1.06M ﹤0.01%
94,563
-2,649
4349
$1.06M ﹤0.01%
265,520
-565,856
4350
$1.06M ﹤0.01%
154,866
+13,367
172 173
174
175 176