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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
5651
$115K ﹤0.01%
3,736
-418
5652
$115K ﹤0.01%
11,667
-69,669
5653
$115K ﹤0.01%
8,002
-140
5654
$115K ﹤0.01%
13,137
-64,639
5655
$115K ﹤0.01%
90,400
+48,740
5656
$114K ﹤0.01%
8,042
-1,142
5657
$114K ﹤0.01%
756
-1,676
5658
$114K ﹤0.01%
4,447
-73
5659
$114K ﹤0.01%
19,782
-18,972
5660
$114K ﹤0.01%
9,169
-530,081
5661
$114K ﹤0.01%
+3,056
5662
$113K ﹤0.01%
10,373
-2,137
5663
$113K ﹤0.01%
5,480
+4,517
5664
$113K ﹤0.01%
+12,026
5665
$113K ﹤0.01%
2,061
+1,522
5666
$113K ﹤0.01%
8,675
-26,524
5667
$113K ﹤0.01%
+29,179
5668
$113K ﹤0.01%
+4,859
5669
$112K ﹤0.01%
38,963
+10,423
5670
$112K ﹤0.01%
12,464
-3,885
5671
$112K ﹤0.01%
9,417
-1,322
5672
$112K ﹤0.01%
+1,100
5673
$112K ﹤0.01%
4,099
-11,490
5674
$112K ﹤0.01%
+3,992
5675
$112K ﹤0.01%
30,290
-12,865
225 226
227
228 229