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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
4676
$619K ﹤0.01%
202,845
+161,317
4677
$617K ﹤0.01%
167,672
+165,944
4678
$616K ﹤0.01%
6,067
+883
4679
$615K ﹤0.01%
52,025
+3,333
4680
$615K ﹤0.01%
26,234
+25,905
4681
$614K ﹤0.01%
161,488
-107,405
4682
$613K ﹤0.01%
77,439
+1,168
4683
$611K ﹤0.01%
236,937
+4,157
4684
$611K ﹤0.01%
12,529
+889
4685
$608K ﹤0.01%
80,072
-5,071
4686
$605K ﹤0.01%
52,226
-16,308
4687
$605K ﹤0.01%
84,347
+3,997
4688
$603K ﹤0.01%
26,798
-1,274
4689
$602K ﹤0.01%
40,246
+24,091
4690
$602K ﹤0.01%
71,454
-3,465
4691
$601K ﹤0.01%
13,647
-32,881
4692
$600K ﹤0.01%
12,809
-12,423
4693
$598K ﹤0.01%
21,668
+4,786
4694
$597K ﹤0.01%
174,617
-7,006
4695
$597K ﹤0.01%
33,451
-53,004
4696
$597K ﹤0.01%
96,150
-55,508
4697
$595K ﹤0.01%
64,302
-10,902
4698
$594K ﹤0.01%
328,365
+315,016
4699
$594K ﹤0.01%
59,144
+58,703
4700
$593K ﹤0.01%
39,281
+16,633
186 187
188
189 190