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
476
$200M 0.04%
4,645,435
-592,852
477
$200M 0.04%
4,065,961
-1,882,520
478
$200M 0.04%
1,989,315
+90,949
479
$200M 0.04%
2,944,755
+22,108
480
$200M 0.04%
1,795,249
+156,730
481
$199M 0.04%
2,599,767
-14,474
482
$199M 0.04%
2,956,122
+1,023,431
483
$199M 0.04%
1,504,621
-33,965
484
$199M 0.04%
6,875,859
+2,298,656
485
$198M 0.04%
1,111,748
+375,405
486
$198M 0.04%
4,629,186
+200,317
487
$197M 0.04%
1,196,300
-66,361
488
$197M 0.04%
1,895,047
+403,281
489
$196M 0.04%
1,707,063
-662,167
490
$196M 0.04%
1,900,071
-74,250
491
$195M 0.04%
1,371,296
+38,708
492
$195M 0.04%
3,394,462
-372,833
493
$194M 0.04%
758,362
-30,508
494
$194M 0.04%
3,180,133
-730,040
495
$194M 0.04%
3,946,260
+1,834,529
496
$194M 0.04%
902,188
-421,112
497
$193M 0.04%
6,887,712
+2,908,645
498
$193M 0.04%
3,548,358
-297,732
499
$192M 0.04%
3,887,057
+582,165
500
$191M 0.04%
3,771,422
+218,960
18 19
20
21 22