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
4751
$552K ﹤0.01%
36,615
+1,238
4752
$551K ﹤0.01%
9,622
-203
4753
$551K ﹤0.01%
346,451
+306,672
4754
$551K ﹤0.01%
27,863
+25,363
4755
$550K ﹤0.01%
329,378
-974,396
4756
$550K ﹤0.01%
188,993
-1,092
4757
$549K ﹤0.01%
14,733
+13,498
4758
$549K ﹤0.01%
12,917
-1,046
4759
$547K ﹤0.01%
159,835
+49,876
4760
$546K ﹤0.01%
38,987
-100,015
4761
$546K ﹤0.01%
238,220
+59,771
4762
$544K ﹤0.01%
9,811
+3,786
4763
$543K ﹤0.01%
18,896
+1,037
4764
$540K ﹤0.01%
2,838
+2,574
4765
$538K ﹤0.01%
154,084
+153,308
4766
$536K ﹤0.01%
11,803
+8,021
4767
$536K ﹤0.01%
24,189
+3,754
4768
$535K ﹤0.01%
9,068
+684
4769
$534K ﹤0.01%
72,095
-36,146
4770
$534K ﹤0.01%
11,854
-31
4771
$533K ﹤0.01%
12,070
+5,220
4772
$532K ﹤0.01%
55,523
-42,126
4773
$532K ﹤0.01%
122,235
-9,908
4774
$531K ﹤0.01%
60,664
-1,062
4775
$528K ﹤0.01%
46,074
-159,172
189 190
191
192 193