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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
5176
$268K ﹤0.01%
6,511
+4,860
5177
$268K ﹤0.01%
33,093
+15,077
5178
$268K ﹤0.01%
26,874
+2,115
5179
$267K ﹤0.01%
16,289
+10,198
5180
$266K ﹤0.01%
+5,161
5181
$265K ﹤0.01%
58,954
-8,290
5182
$264K ﹤0.01%
90,720
-149,668
5183
$264K ﹤0.01%
22,158
-6,551
5184
$262K ﹤0.01%
12,090
-12,609
5185
$261K ﹤0.01%
5,540
-40,945
5186
$261K ﹤0.01%
16,811
+4,833
5187
$261K ﹤0.01%
83,888
+13,506
5188
$260K ﹤0.01%
+11,459
5189
$260K ﹤0.01%
25,210
-1,009
5190
$260K ﹤0.01%
9,789
+4,157
5191
$259K ﹤0.01%
5,080
+162
5192
$259K ﹤0.01%
13,087
-500
5193
$258K ﹤0.01%
16,359
+6,235
5194
$258K ﹤0.01%
17,797
-1,593
5195
$257K ﹤0.01%
3,480
-716
5196
$257K ﹤0.01%
19,854
-11,465
5197
$255K ﹤0.01%
34,964
+34,806
5198
$253K ﹤0.01%
112,607
+47,231
5199
$253K ﹤0.01%
6,626
+1,781
5200
$253K ﹤0.01%
19,782
-3,102
206 207
208
209 210