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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
4801
$512K ﹤0.01%
17,384
+4,266
4802
$509K ﹤0.01%
42,392
+4,810
4803
$508K ﹤0.01%
8,675
-946
4804
$507K ﹤0.01%
39,655
+19,713
4805
$506K ﹤0.01%
10,545
+168
4806
$506K ﹤0.01%
21,236
+1,050
4807
$505K ﹤0.01%
91,367
+1,958
4808
$505K ﹤0.01%
13,960
+843
4809
$505K ﹤0.01%
25,650
+7,224
4810
$504K ﹤0.01%
152,848
+31,240
4811
$504K ﹤0.01%
18,165
-211
4812
$504K ﹤0.01%
55,629
+25,583
4813
$504K ﹤0.01%
16,254
+10,420
4814
$503K ﹤0.01%
113,518
-26,212
4815
$502K ﹤0.01%
21,036
+3,946
4816
$501K ﹤0.01%
179,100
-111,680
4817
$501K ﹤0.01%
81,730
+71,363
4818
$499K ﹤0.01%
45,397
-114,971
4819
$498K ﹤0.01%
4,361
-161
4820
$498K ﹤0.01%
36,189
-6,514
4821
$497K ﹤0.01%
+6,755
4822
$497K ﹤0.01%
249,554
-55,072
4823
$496K ﹤0.01%
9,684
+3,809
4824
$495K ﹤0.01%
48,588
+34,884
4825
$494K ﹤0.01%
19,795
+9,005
191 192
193
194 195