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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
5701
$108K ﹤0.01%
29,012
-7,885
5702
$108K ﹤0.01%
115,203
-7,129
5703
$108K ﹤0.01%
58,157
-154,872
5704
$108K ﹤0.01%
10,285
-100
5705
$108K ﹤0.01%
3,980
+1,481
5706
$108K ﹤0.01%
3,674
-8,017
5707
$107K ﹤0.01%
3,720
+366
5708
$107K ﹤0.01%
8,329
-1,275
5709
$107K ﹤0.01%
2,727
-931
5710
$107K ﹤0.01%
+4,545
5711
$107K ﹤0.01%
12,344
+5,841
5712
$107K ﹤0.01%
8,900
-3,845
5713
$107K ﹤0.01%
21,698
-38,508
5714
$107K ﹤0.01%
1,391
-66
5715
$107K ﹤0.01%
4,018
+3,278
5716
$107K ﹤0.01%
8,221
+314
5717
$106K ﹤0.01%
+1,424
5718
$106K ﹤0.01%
1,885
+724
5719
$106K ﹤0.01%
11,197
-83,130
5720
$106K ﹤0.01%
8,667
-1,620
5721
$106K ﹤0.01%
3,321
+3,007
5722
$106K ﹤0.01%
+2,222
5723
$105K ﹤0.01%
10,317
+4,293
5724
$105K ﹤0.01%
+2,943
5725
$105K ﹤0.01%
4,167
+4,042
227 228
229
230 231