We are live on ! Find out more
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
4551
$764K ﹤0.01%
237,139
-82,303
4552
$763K ﹤0.01%
+28,068
4553
$762K ﹤0.01%
37,487
+652
4554
$761K ﹤0.01%
10,490
+1,069
4555
$760K ﹤0.01%
160,098
+17,672
4556
$760K ﹤0.01%
11,935
-3,476
4557
$758K ﹤0.01%
261,325
-318,435
4558
$757K ﹤0.01%
+10,291
4559
$757K ﹤0.01%
186,863
-40,005
4560
$753K ﹤0.01%
26,141
-104
4561
$753K ﹤0.01%
59,496
-32,347
4562
$752K ﹤0.01%
33,727
+27,621
4563
$752K ﹤0.01%
170,163
+52,920
4564
$752K ﹤0.01%
109,096
-13,641
4565
$750K ﹤0.01%
474,487
+308,769
4566
$750K ﹤0.01%
30,033
-2,328
4567
$748K ﹤0.01%
+172,451
4568
$747K ﹤0.01%
22,505
-13,111
4569
$747K ﹤0.01%
14,935
-10,586
4570
$746K ﹤0.01%
62,204
-30,621
4571
$746K ﹤0.01%
27,060
+61
4572
$745K ﹤0.01%
8,851
-12,101
4573
$744K ﹤0.01%
319,292
+70,189
4574
$743K ﹤0.01%
28,808
+25,116
4575
$743K ﹤0.01%
13,540
-1,169
181 182
183
184 185