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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
4351
$1.06M ﹤0.01%
81,975
-191,407
4352
$1.06M ﹤0.01%
346,139
+21,017
4353
$1.06M ﹤0.01%
102,071
-79,599
4354
$1.05M ﹤0.01%
262,261
-565,314
4355
$1.05M ﹤0.01%
200,739
+93,486
4356
$1.05M ﹤0.01%
13,988
-10,239
4357
$1.05M ﹤0.01%
38,422
+4,627
4358
$1.04M ﹤0.01%
18,275
-544
4359
$1.04M ﹤0.01%
66,460
+32,222
4360
$1.04M ﹤0.01%
127,091
-317
4361
$1.04M ﹤0.01%
95,485
-2,709
4362
$1.04M ﹤0.01%
19,840
+9,413
4363
$1.04M ﹤0.01%
98,721
+98,711
4364
$1.04M ﹤0.01%
84,408
+1,091
4365
$1.03M ﹤0.01%
145,220
-13,531
4366
$1.03M ﹤0.01%
36,129
-5,930,031
4367
$1.03M ﹤0.01%
61,573
+12,149
4368
$1.03M ﹤0.01%
85,826
-75,890
4369
$1.03M ﹤0.01%
107,707
-13,358
4370
$1.03M ﹤0.01%
93,637
+13,056
4371
$1.02M ﹤0.01%
72,441
-7,145
4372
$1.02M ﹤0.01%
501,141
-427,167
4373
$1.02M ﹤0.01%
84,734
-9,118
4374
$1.02M ﹤0.01%
22,249
+1,767
4375
$1.02M ﹤0.01%
153,907
+74,433
173 174
175
176 177