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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
5101
$311K ﹤0.01%
+8,150
5102
$310K ﹤0.01%
5,059
-3,345
5103
$309K ﹤0.01%
237,979
+216,310
5104
$309K ﹤0.01%
23,800
+421
5105
$309K ﹤0.01%
241,178
+103,573
5106
$308K ﹤0.01%
30,751
-9,688
5107
$307K ﹤0.01%
30,380
+29,080
5108
$307K ﹤0.01%
44,764
-40,315
5109
$307K ﹤0.01%
44,883
-177,139
5110
$307K ﹤0.01%
29,802
-47,674
5111
$306K ﹤0.01%
4,020
-1,860
5112
$306K ﹤0.01%
30,991
-17,773
5113
$306K ﹤0.01%
6,498
-5,565
5114
$305K ﹤0.01%
67,689
-20,672
5115
$304K ﹤0.01%
20,249
+146
5116
$302K ﹤0.01%
+29,822
5117
$301K ﹤0.01%
13,990
+2,202
5118
$301K ﹤0.01%
11,235
+172
5119
$300K ﹤0.01%
22,843
+21,156
5120
$297K ﹤0.01%
12,685
-20,254
5121
$297K ﹤0.01%
11,692
-12,838
5122
$297K ﹤0.01%
24,185
-23,732
5123
$296K ﹤0.01%
102,211
-7,213
5124
$296K ﹤0.01%
24,637
-38,843
5125
$296K ﹤0.01%
5,100
+431
203 204
205
206 207