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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
4501
$833K ﹤0.01%
257,999
+149,662
4502
$830K ﹤0.01%
373,727
-22,369
4503
$829K ﹤0.01%
57,797
-36,236
4504
$827K ﹤0.01%
59,144
+12,876
4505
$827K ﹤0.01%
44,500
+845
4506
$825K ﹤0.01%
94,900
-1,619
4507
$823K ﹤0.01%
61,719
+14,108
4508
$823K ﹤0.01%
431,042
-49,429
4509
$818K ﹤0.01%
156,165
+63,766
4510
$817K ﹤0.01%
+155,408
4511
$815K ﹤0.01%
405,404
+22,922
4512
$815K ﹤0.01%
17,730
-30,529
4513
$814K ﹤0.01%
20,251
+4,095
4514
$814K ﹤0.01%
182,459
-128,855
4515
$812K ﹤0.01%
91,386
-89,491
4516
$805K ﹤0.01%
68,504
+60,839
4517
$805K ﹤0.01%
45,934
+21,428
4518
$804K ﹤0.01%
532,678
+403,210
4519
$803K ﹤0.01%
51,829
-44,146
4520
$802K ﹤0.01%
46,780
+614
4521
$801K ﹤0.01%
20,287
-15,028
4522
$796K ﹤0.01%
26,099
+15,021
4523
$796K ﹤0.01%
10,951
-5,816
4524
$795K ﹤0.01%
24,896
+4,466
4525
$795K ﹤0.01%
397,534
+74,886
179 180
181
182 183