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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
4876
$457K ﹤0.01%
49,219
-15,613
4877
$456K ﹤0.01%
81,889
-35,125
4878
$456K ﹤0.01%
314,551
+36,338
4879
$455K ﹤0.01%
31,094
+21,807
4880
$454K ﹤0.01%
41,273
-55,289
4881
$454K ﹤0.01%
92,372
-92,331
4882
$451K ﹤0.01%
+177,507
4883
$450K ﹤0.01%
15,389
-14,417
4884
$450K ﹤0.01%
12,082
-233
4885
$449K ﹤0.01%
45,289
+235
4886
$449K ﹤0.01%
147,551
+122,527
4887
$445K ﹤0.01%
6,400
-800
4888
$445K ﹤0.01%
7,753
+2,389
4889
$445K ﹤0.01%
9,715
-13,765
4890
$445K ﹤0.01%
16,287
+2,706
4891
$443K ﹤0.01%
48,242
-1,075
4892
$443K ﹤0.01%
13,500
-2,600
4893
$443K ﹤0.01%
11,819
+3,912
4894
$443K ﹤0.01%
22,808
-17,064
4895
$440K ﹤0.01%
148,164
-111,711
4896
$440K ﹤0.01%
+72,911
4897
$439K ﹤0.01%
9,671
-8,196
4898
$439K ﹤0.01%
9,483
+2,945
4899
$439K ﹤0.01%
11,351
+2,486
4900
$437K ﹤0.01%
69,721
+5,356
194 195
196
197 198