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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
5201
$253K ﹤0.01%
10,754
+734
5202
$253K ﹤0.01%
767,476
+761,685
5203
$252K ﹤0.01%
24,914
-9,140
5204
$251K ﹤0.01%
5,711
+137
5205
$251K ﹤0.01%
24,392
-12,940
5206
$250K ﹤0.01%
37,473
+4,363
5207
$250K ﹤0.01%
2,701
+662
5208
$250K ﹤0.01%
10,192
-7,435
5209
$250K ﹤0.01%
12,154
+4,437
5210
$249K ﹤0.01%
79,142
-5,772
5211
$249K ﹤0.01%
97,346
+35,345
5212
$249K ﹤0.01%
140,677
+108,042
5213
$249K ﹤0.01%
21,336
-1,436
5214
$248K ﹤0.01%
11,480
+2,637
5215
$248K ﹤0.01%
7,474
+4,309
5216
$247K ﹤0.01%
17,268
+8,883
5217
$247K ﹤0.01%
1,575
-1,327
5218
$247K ﹤0.01%
29,236
-2,228
5219
$247K ﹤0.01%
15,684
-101,115
5220
$247K ﹤0.01%
9,333
+1,824
5221
$246K ﹤0.01%
134,582
+90,715
5222
$246K ﹤0.01%
8,800
-112
5223
$246K ﹤0.01%
13,180
-1,788
5224
$245K ﹤0.01%
23,060
-13,604
5225
$245K ﹤0.01%
20,901
+19,651
207 208
209
210 211