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
526
$181M 0.04%
3,906,667
+91,095
527
$181M 0.04%
9,903,261
-311,209
528
$180M 0.04%
1,749,307
-1,137,504
529
$180M 0.04%
1,991,732
+57,540
530
$179M 0.04%
2,985,949
+101,997
531
$179M 0.03%
2,317,998
+506,813
532
$179M 0.03%
1,325,572
+62,709
533
$178M 0.03%
144,902
-80,445
534
$178M 0.03%
29,529,468
+3,520,605
535
$178M 0.03%
1,345,392
+267,561
536
$177M 0.03%
613,094
-205,315
537
$176M 0.03%
2,185,628
+854,724
538
$175M 0.03%
570,367
+123,531
539
$174M 0.03%
2,682,397
-10,538
540
$174M 0.03%
1,905,764
+123,629
541
$174M 0.03%
1,043,127
+39,573
542
$174M 0.03%
912,710
+34,909
543
$174M 0.03%
3,544,492
+2,034,485
544
$173M 0.03%
4,127,332
-12,543,274
545
$172M 0.03%
1,259,460
+379,926
546
$172M 0.03%
8,222,311
-174,768
547
$172M 0.03%
1,165,291
+156,533
548
$172M 0.03%
2,286,250
+2,012,352
549
$172M 0.03%
3,887,593
+367,568
550
$172M 0.03%
4,286,992
-1,911,157
20 21
22
23 24