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
551
$171M 0.03%
2,074,927
-51,250
552
$171M 0.03%
6,991,125
-105,725
553
$171M 0.03%
2,110,077
-272,685
554
$171M 0.03%
8,827,172
+204,869
555
$169M 0.03%
6,879,509
+3,953,480
556
$169M 0.03%
2,157,454
+102,311
557
$168M 0.03%
1,768,740
+52,554
558
$168M 0.03%
2,200,749
+579,501
559
$168M 0.03%
2,023,880
+776,997
560
$168M 0.03%
6,358,556
+466,007
561
$168M 0.03%
1,367,737
-134,243
562
$167M 0.03%
7,933,334
+654,265
563
$167M 0.03%
1,357,388
-441,903
564
$166M 0.03%
557,718
-80,098
565
$166M 0.03%
1,857,953
+982,751
566
$166M 0.03%
553,373
-1,236,962
567
$166M 0.03%
2,455,024
+1,111,720
568
$164M 0.03%
483,864
+151,146
569
$164M 0.03%
640,317
+278,870
570
$164M 0.03%
1,231,291
-135,733
571
$164M 0.03%
1,155,033
+104,866
572
$164M 0.03%
4,494,787
-1,597,111
573
$164M 0.03%
472,694
-8,301
574
$163M 0.03%
1,017,501
-53,203
575
$162M 0.03%
2,864,030
+313,189
21 22
23
24 25