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
501
$191M 0.04%
8,344,018
+1,357,421
502
$191M 0.04%
2,179,505
+393,360
503
$191M 0.04%
339,489
+45,974
504
$191M 0.04%
2,484,275
+108,279
505
$191M 0.04%
2,314,579
-538,148
506
$190M 0.04%
2,814,392
+352,524
507
$189M 0.04%
3,156,105
-123,851
508
$189M 0.04%
995,091
+29,104
509
$187M 0.04%
5,350,570
+1,842,525
510
$187M 0.04%
2,887,522
+634,148
511
$187M 0.04%
686,834
-41,217
512
$187M 0.04%
2,224,565
+950,892
513
$186M 0.04%
339,730
-132,461
514
$186M 0.04%
1,464,389
+890,593
515
$185M 0.04%
1,917,883
+140,507
516
$185M 0.04%
2,938,581
+1,203,675
517
$185M 0.04%
2,216,422
-26,110
518
$185M 0.04%
2,729,908
-317,650
519
$184M 0.04%
4,184,393
+3,144,348
520
$184M 0.04%
3,665,718
-33,701
521
$182M 0.04%
2,660,110
+857,624
522
$182M 0.04%
1,986,904
+284,589
523
$181M 0.04%
3,413,278
+1,690,064
524
$181M 0.04%
560,204
-173,342
525
$181M 0.04%
5,718,399
+119,592
19 20
21
22 23