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
576
$162M 0.03%
826,776
+340,178
577
$161M 0.03%
7,900,015
+836,826
578
$161M 0.03%
4,583,798
-1,209,559
579
$160M 0.03%
1,430,299
+278,655
580
$160M 0.03%
2,055,935
+219,440
581
$159M 0.03%
1,587,245
-19,616
582
$158M 0.03%
1,004,299
+29,169
583
$158M 0.03%
1,091,049
-376,318
584
$157M 0.03%
985,777
-315,539
585
$157M 0.03%
3,627,780
-810,168
586
$156M 0.03%
4,539,321
-406,500
587
$156M 0.03%
1,598,832
-93,757
588
$156M 0.03%
1,088,349
+114,913
589
$156M 0.03%
1,945,465
+196,469
590
$156M 0.03%
2,059,471
+26,421
591
$155M 0.03%
958,982
+335,319
592
$155M 0.03%
3,435,084
-324,603
593
$155M 0.03%
1,365,442
+270,829
594
$154M 0.03%
162,122
-73,114
595
$154M 0.03%
1,878,089
+1,062,700
596
$154M 0.03%
1,060,406
-49,171
597
$154M 0.03%
3,167,567
-140,439
598
$154M 0.03%
1,989,526
-381,009
599
$154M 0.03%
1,342,265
-758,568
600
$153M 0.03%
1,293,917
-63,367
22 23
24
25 26