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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
4601
$705K ﹤0.01%
11,544
-2,902
4602
$702K ﹤0.01%
32,605
-4,680
4603
$700K ﹤0.01%
77,005
-4,416
4604
$699K ﹤0.01%
34,086
-68,565
4605
$696K ﹤0.01%
15,438
+8,395
4606
$696K ﹤0.01%
12,001
+161
4607
$695K ﹤0.01%
250,141
-42,710
4608
$695K ﹤0.01%
65,381
+26,731
4609
$694K ﹤0.01%
198,271
-65,255
4610
$693K ﹤0.01%
49,810
+2,420
4611
$692K ﹤0.01%
8,004
-9,703
4612
$690K ﹤0.01%
27,351
-57,535
4613
$688K ﹤0.01%
42,727
-9,143
4614
$687K ﹤0.01%
126,942
-9,656
4615
$686K ﹤0.01%
293,062
+93,383
4616
$685K ﹤0.01%
74,799
-9,489
4617
$685K ﹤0.01%
29,051
-4,101
4618
$684K ﹤0.01%
58,190
-50,074
4619
$684K ﹤0.01%
80,000
4620
$683K ﹤0.01%
92,828
-3,823
4621
$683K ﹤0.01%
26,615
-43,057
4622
$682K ﹤0.01%
230,499
+188,606
4623
$682K ﹤0.01%
23,380
-143,778
4624
$681K ﹤0.01%
40,832
-5,206
4625
$681K ﹤0.01%
124,234
-10,666
183 184
185
186 187