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 22.2%
2 Financials 11.44%
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
451
$211M 0.04%
6,562,519
+3,590,571
452
$211M 0.04%
3,964,034
+1,049,552
453
$211M 0.04%
1,615,109
+672,281
454
$210M 0.04%
332,894
-31,011
455
$209M 0.04%
3,163,762
-22,311
456
$208M 0.04%
841,478
+51,499
457
$208M 0.04%
3,482,107
+634,237
458
$207M 0.04%
3,093,222
-1,960,463
459
$207M 0.04%
1,706,994
+980,404
460
$207M 0.04%
1,033,304
+682,048
461
$207M 0.04%
3,961,387
+220,483
462
$206M 0.04%
1,996,516
+260,170
463
$206M 0.04%
1,223,492
-28,050
464
$206M 0.04%
2,149,276
+101,025
465
$205M 0.04%
1,602,133
+245,307
466
$205M 0.04%
2,036,865
-100,064
467
$205M 0.04%
2,522,647
-68,666
468
$205M 0.04%
3,690,216
+1,833,169
469
$205M 0.04%
1,034,896
-88,106
470
$204M 0.04%
3,780,268
-63,612
471
$204M 0.04%
4,102,346
+591,642
472
$204M 0.04%
359,671
-60,060
473
$203M 0.04%
6,449,669
+322,958
474
$203M 0.04%
2,458,685
-453,107
475
$202M 0.04%
3,551,868
-401,109
17 18
19
20 21