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
601
$152M 0.03%
728,077
+121,945
602
$152M 0.03%
2,025,127
+803,799
603
$152M 0.03%
1,410,918
-40,501
604
$152M 0.03%
2,038,366
+142,557
605
$152M 0.03%
2,339,056
-504,521
606
$152M 0.03%
3,230,001
-45,283
607
$151M 0.03%
473,140
-20,846
608
$151M 0.03%
1,068,064
+6,157
609
$151M 0.03%
3,251,399
+1,242,555
610
$150M 0.03%
396,764
-29,014
611
$150M 0.03%
2,719,248
-413,639
612
$150M 0.03%
2,240,912
+926,581
613
$149M 0.03%
21,961,144
-764,011
614
$149M 0.03%
2,247,335
+1,037,807
615
$148M 0.03%
869,476
+163,728
616
$148M 0.03%
839,571
-132,521
617
$148M 0.03%
4,158,366
+2,151,631
618
$148M 0.03%
1,069,664
-1,372,020
619
$148M 0.03%
3,230,244
-88,818
620
$147M 0.03%
1,672,154
-1,277,922
621
$147M 0.03%
595,640
+89,171
622
$146M 0.03%
1,436,301
-363,926
623
$146M 0.03%
969,071
+191,907
624
$146M 0.03%
4,976,669
+2,455,909
625
$146M 0.03%
1,854,362
-445,750
23 24
25
26 27