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
426
$228M 0.04%
868,929
+203,540
427
$227M 0.04%
3,704,569
-181,343
428
$226M 0.04%
2,539,650
+102,758
429
$224M 0.04%
350,893
-22,118
430
$224M 0.04%
715,318
-10,049
431
$223M 0.04%
488,204
-55,282
432
$223M 0.04%
942,889
-104,314
433
$221M 0.04%
12,098,686
+6,172,110
434
$220M 0.04%
4,146,917
+1,676,284
435
$220M 0.04%
1,590,321
-1,117,253
436
$219M 0.04%
28,777,768
-41,369,739
437
$219M 0.04%
1,590,278
-117,715
438
$219M 0.04%
1,024,979
+184,294
439
$219M 0.04%
1,600,810
-60,550
440
$219M 0.04%
758,423
+321,388
441
$219M 0.04%
1,339,541
+7,927
442
$218M 0.04%
4,952,682
+891,354
443
$216M 0.04%
2,945,751
+1,421,364
444
$216M 0.04%
3,220,788
-260,723
445
$215M 0.04%
4,557,168
-3,113,439
446
$215M 0.04%
5,532,014
+2,554,111
447
$214M 0.04%
1,094,336
+263,027
448
$213M 0.04%
2,563,717
+1,034,901
449
$213M 0.04%
2,523,390
+148,988
450
$213M 0.04%
1,136,673
+446,676
16 17
18
19 20