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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
4476
$868K ﹤0.01%
20,332
-3,914
4477
$867K ﹤0.01%
6,667,358
+6,604,400
4478
$867K ﹤0.01%
16,924
+31
4479
$865K ﹤0.01%
249,353
-26,225
4480
$865K ﹤0.01%
54,968
-4,373
4481
$863K ﹤0.01%
429,133
+387,076
4482
$862K ﹤0.01%
33,335
-973
4483
$858K ﹤0.01%
156,622
+10,592
4484
$858K ﹤0.01%
36,962
+15,339
4485
$857K ﹤0.01%
54,294
-28,421
4486
$850K ﹤0.01%
12,975
-197
4487
$850K ﹤0.01%
19,944
-26,086
4488
$847K ﹤0.01%
560,943
+220,752
4489
$847K ﹤0.01%
30,013
-43,865
4490
$847K ﹤0.01%
269,617
+122,365
4491
$844K ﹤0.01%
15,541
+12,584
4492
$844K ﹤0.01%
19,911
+1,661
4493
$842K ﹤0.01%
+33,005
4494
$841K ﹤0.01%
59,237
-2,948
4495
$841K ﹤0.01%
10,354
-5,417
4496
$840K ﹤0.01%
575,107
+139,725
4497
$839K ﹤0.01%
11,334
+8,976
4498
$839K ﹤0.01%
7,634
-19,600
4499
$836K ﹤0.01%
113,486
+61,180
4500
$834K ﹤0.01%
102,013
+85,466
178 179
180
181 182