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
676
$132M 0.03%
1,802,134
-515,867
677
$132M 0.03%
1,408,175
-102,390
678
$132M 0.03%
3,554,504
+3,255,776
679
$131M 0.03%
3,514,645
-1,546,735
680
$131M 0.03%
2,170,711
+449,475
681
$131M 0.03%
3,336,058
-356,730
682
$131M 0.03%
1,040,313
-22,783
683
$130M 0.03%
1,780,891
+377,300
684
$130M 0.03%
2,767,452
+751,635
685
$130M 0.03%
1,590,549
+323,696
686
$130M 0.03%
1,283,943
+1,146,919
687
$129M 0.03%
3,787,950
+892,768
688
$129M 0.03%
2,246,731
+884,819
689
$129M 0.03%
1,559,401
+202,373
690
$129M 0.03%
768,111
-329,895
691
$129M 0.03%
872,788
+90,254
692
$128M 0.03%
825,841
+46,319
693
$128M 0.03%
3,447,229
+185,200
694
$128M 0.03%
411,576
-46,041
695
$128M 0.03%
2,526,641
-145,884
696
$128M 0.03%
5,522,534
-442,520
697
$128M 0.02%
1,406,624
+1,195,698
698
$127M 0.02%
2,660,356
-4,013,124
699
$127M 0.02%
1,968,697
-208,953
700
$127M 0.02%
247,629
-26,053
26 27
28
29 30