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
626
$145M 0.03%
7,430,302
-565,973
627
$145M 0.03%
9,061,927
-7,626,198
628
$144M 0.03%
5,299,651
-420,681
629
$144M 0.03%
5,336,434
+75,319
630
$144M 0.03%
864,945
+458,561
631
$144M 0.03%
1,455,909
-1,033,833
632
$144M 0.03%
3,839,727
+1,075,921
633
$143M 0.03%
4,843,008
-314,833
634
$143M 0.03%
8,396,752
-2,008,364
635
$143M 0.03%
1,079,875
+338,407
636
$143M 0.03%
481,169
+89,425
637
$142M 0.03%
1,494,976
+88,282
638
$142M 0.03%
6,435,886
+1,375,941
639
$142M 0.03%
732,814
+218,789
640
$141M 0.03%
575,865
+66,134
641
$141M 0.03%
3,881,689
+570,297
642
$141M 0.03%
3,010,783
+260,096
643
$140M 0.03%
1,496,107
+603,908
644
$140M 0.03%
1,042,431
-17,337
645
$140M 0.03%
1,315,516
+61,302
646
$140M 0.03%
995,053
-239,876
647
$139M 0.03%
956,661
+446,360
648
$139M 0.03%
485,029
-12,401
649
$139M 0.03%
1,552,084
-949,417
650
$139M 0.03%
1,956,626
-507,756
24 25
26
27 28