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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
4776
$527K ﹤0.01%
91,324
+25,179
4777
$526K ﹤0.01%
19,835
-8,030
4778
$525K ﹤0.01%
52,162
+49,484
4779
$525K ﹤0.01%
50,481
-496
4780
$525K ﹤0.01%
19,128
-238,539
4781
$524K ﹤0.01%
84,922
+36,579
4782
$522K ﹤0.01%
13,370
+858
4783
$521K ﹤0.01%
21,831
+21,800
4784
$520K ﹤0.01%
3,086
+3,000
4785
$519K ﹤0.01%
11,159
+7,870
4786
$519K ﹤0.01%
55,408
+32,403
4787
$517K ﹤0.01%
6,643
-3,106
4788
$517K ﹤0.01%
44,187
-1,443
4789
$517K ﹤0.01%
27,372
-36,890
4790
$515K ﹤0.01%
17,695
-3,297
4791
$515K ﹤0.01%
47,462
+13,772
4792
$515K ﹤0.01%
11,966
-2,168
4793
$515K ﹤0.01%
24,470
-8,185
4794
$514K ﹤0.01%
56,692
-3,622
4795
$514K ﹤0.01%
20,694
-28,027
4796
$514K ﹤0.01%
14,057
+11,824
4797
$513K ﹤0.01%
9,432
-15,096
4798
$513K ﹤0.01%
20,361
+14,837
4799
$513K ﹤0.01%
28,000
-57,500
4800
$512K ﹤0.01%
38,068
-15,558
190 191
192
193 194