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
701
$127M 0.02%
1,195,796
-624,255
702
$127M 0.02%
636,014
-434
703
$127M 0.02%
664,290
-314,191
704
$126M 0.02%
847,002
+364,878
705
$126M 0.02%
1,896,008
-605,243
706
$126M 0.02%
405,543
-34,473
707
$126M 0.02%
1,158,723
-358,458
708
$126M 0.02%
893,043
+299,800
709
$125M 0.02%
1,648,706
+605,841
710
$125M 0.02%
1,330,239
+21,802
711
$124M 0.02%
4,801,547
+859,315
712
$124M 0.02%
1,121,202
+80,921
713
$123M 0.02%
1,455,682
+94,500
714
$123M 0.02%
669,525
-178,121
715
$123M 0.02%
978,691
-125,316
716
$123M 0.02%
3,541,314
+2,494,403
717
$123M 0.02%
1,617,761
+532,730
718
$123M 0.02%
5,424,044
-328,938
719
$123M 0.02%
1,672,893
-5,354
720
$123M 0.02%
514,779
+98,192
721
$122M 0.02%
763,810
+280,563
722
$121M 0.02%
442,840
-48,619
723
$121M 0.02%
1,402,746
-1,723,805
724
$121M 0.02%
2,367,268
-141,529
725
$121M 0.02%
2,712,964
-1,402,727
27 28
29
30 31