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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
5326
$201K ﹤0.01%
11,488
+4,426
5327
$200K ﹤0.01%
15,628
-2,055
5328
$200K ﹤0.01%
24,980
-22,111
5329
$200K ﹤0.01%
105,138
-48,034
5330
$200K ﹤0.01%
146,835
-22,187
5331
$198K ﹤0.01%
55,447
+24,740
5332
$198K ﹤0.01%
14,700
-67,307
5333
$198K ﹤0.01%
5,387
+3,858
5334
$198K ﹤0.01%
58,718
-943
5335
$197K ﹤0.01%
32,513
+1,285
5336
$197K ﹤0.01%
6,805
-1,333
5337
$197K ﹤0.01%
40,692
-51,231
5338
$196K ﹤0.01%
2,654
-4,098
5339
$196K ﹤0.01%
4,263
-15,690
5340
$196K ﹤0.01%
3,918
-703
5341
$195K ﹤0.01%
9,900
-38,141
5342
$195K ﹤0.01%
6,347
-24,073
5343
$194K ﹤0.01%
6,011
-2,172
5344
$194K ﹤0.01%
23,390
+196
5345
$194K ﹤0.01%
14,818
-3,197
5346
$193K ﹤0.01%
5,212
+2,028
5347
$193K ﹤0.01%
55,311
-29,074
5348
$193K ﹤0.01%
+8,850
5349
$193K ﹤0.01%
20,749
-17,053
5350
$192K ﹤0.01%
7,330
+2,922
212 213
214
215 216