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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
4976
$382K ﹤0.01%
5,096
+3,328
4977
$382K ﹤0.01%
9,178
-1,008
4978
$382K ﹤0.01%
2,725
-646
4979
$381K ﹤0.01%
100,393
-65,066
4980
$381K ﹤0.01%
53,530
-10,132
4981
$380K ﹤0.01%
26,803
-16,616
4982
$380K ﹤0.01%
24,337
+3,746
4983
$379K ﹤0.01%
52,395
-118,232
4984
$378K ﹤0.01%
+15,546
4985
$378K ﹤0.01%
6,746
+3,552
4986
$378K ﹤0.01%
40,622
+15,053
4987
$376K ﹤0.01%
5,806
+3,482
4988
$376K ﹤0.01%
17,591
+17,201
4989
$375K ﹤0.01%
58,922
-3,494
4990
$375K ﹤0.01%
12,374
-2,050
4991
$374K ﹤0.01%
12,479
-2,530
4992
$373K ﹤0.01%
13,485
-2,143
4993
$372K ﹤0.01%
263,604
+58,089
4994
$372K ﹤0.01%
82,761
-60,490
4995
$371K ﹤0.01%
11,291
-45
4996
$369K ﹤0.01%
54,908
-17,586
4997
$369K ﹤0.01%
42,492
+3,441
4998
$367K ﹤0.01%
9,379
-69,329
4999
$367K ﹤0.01%
17,226
+75
5000
$366K ﹤0.01%
11,400
+4,395
198 199
200
201 202