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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
6301
$41.1K ﹤0.01%
31,385
+16,106
6302
$41.1K ﹤0.01%
10,584
-5,604
6303
$40.9K ﹤0.01%
4,106
+2,261
6304
$40.8K ﹤0.01%
2,161
-2,257
6305
$40.7K ﹤0.01%
999
+881
6306
$40.7K ﹤0.01%
20,865
+1,270
6307
$40.7K ﹤0.01%
3,941
+3,899
6308
$40.6K ﹤0.01%
3,597
+3,596
6309
$40.5K ﹤0.01%
+1,587
6310
$40.5K ﹤0.01%
3,514
+3,308
6311
$40.5K ﹤0.01%
686
-28,931
6312
$40.4K ﹤0.01%
1,164
6313
$40.4K ﹤0.01%
11,841
-34,623
6314
$40.2K ﹤0.01%
660
-525
6315
$40.2K ﹤0.01%
+770
6316
$40.2K ﹤0.01%
1,116
-47,339
6317
$40.2K ﹤0.01%
52,159
-11,537
6318
$40.2K ﹤0.01%
3,996
6319
$40.1K ﹤0.01%
1,406
+1,139
6320
$40.1K ﹤0.01%
28,030
-55,521
6321
$40.1K ﹤0.01%
41,507
-114,486
6322
$40K ﹤0.01%
855
-7,508
6323
$40K ﹤0.01%
4,724
+531
6324
$40K ﹤0.01%
+853
6325
$39.9K ﹤0.01%
41,408
+2,795
251 252
253
254 255