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
651
$139M 0.03%
876,831
-96,797
652
$138M 0.03%
2,348,346
-67,446
653
$138M 0.03%
784,639
+279,846
654
$137M 0.03%
424,485
+14,539
655
$137M 0.03%
5,572,656
-1,318,815
656
$137M 0.03%
983,028
-36,456
657
$137M 0.03%
2,252,603
+643,314
658
$137M 0.03%
241,487
-44,457
659
$136M 0.03%
1,747,391
+311,872
660
$136M 0.03%
2,397,830
-549,997
661
$136M 0.03%
402,692
+217,370
662
$136M 0.03%
648,475
-54,015
663
$136M 0.03%
7,083,973
+162,008
664
$135M 0.03%
2,536,030
+196,743
665
$134M 0.03%
1,790,118
-1,215,260
666
$134M 0.03%
2,586,422
-226,077
667
$134M 0.03%
338,521
-15,756
668
$134M 0.03%
667,482
+368,931
669
$133M 0.03%
3,516,539
+2,281,592
670
$133M 0.03%
709,805
-9,802
671
$133M 0.03%
1,335,293
+54,003
672
$132M 0.03%
4,111,056
+770,068
673
$132M 0.03%
2,129,746
+471,813
674
$132M 0.03%
3,870,097
+134,745
675
$132M 0.03%
1,446,197
-1,445,304
25 26
27
28 29