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
26
$2.4B 0.47%
6,747,999
+128,959
27
$2.32B 0.45%
4,072,004
+281,193
28
$2.2B 0.43%
18,343,930
-411,670
29
$2.11B 0.41%
4,733,819
-3,248,307
30
$2.04B 0.4%
18,092,473
+245,708
31
$1.99B 0.39%
2,503,101
-328,245
32
$1.93B 0.38%
10,400,291
-2,139,866
33
$1.91B 0.37%
28,863,606
+2,214,332
34
$1.88B 0.37%
18,272,097
-1,509,855
35
$1.86B 0.36%
21,274,307
+390,193
36
$1.81B 0.35%
11,754,840
+632,365
37
$1.77B 0.35%
25,869,275
-77,693
38
$1.72B 0.34%
11,092,421
-4,444,439
39
$1.67B 0.33%
10,010,186
+437,421
40
$1.67B 0.33%
27,892,513
+470,053
41
$1.65B 0.32%
8,084,781
+1,298,111
42
$1.64B 0.32%
10,332,858
-788,745
43
$1.63B 0.32%
16,661,853
+3,225,655
44
$1.63B 0.32%
22,144,804
-558,328
45
$1.61B 0.32%
5,308,014
+289,294
46
$1.58B 0.31%
7,945,290
+276,592
47
$1.58B 0.31%
4,563,531
+158,349
48
$1.57B 0.31%
9,457,319
-1,005,269
49
$1.56B 0.31%
9,345,856
-1,064,232
50
$1.56B 0.31%
7,678,670
-135,586
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