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
51
$1.56B 0.31%
4,176,833
+183,612
52
$1.51B 0.3%
29,291,187
-857,674
53
$1.51B 0.29%
23,084,628
+718,047
54
$1.51B 0.29%
8,427,575
+1,381,028
55
$1.44B 0.28%
10,196,722
+194,706
56
$1.42B 0.28%
16,906,008
+5,194
57
$1.41B 0.27%
18,623,265
+72,309
58
$1.39B 0.27%
7,630,746
-637,679
59
$1.39B 0.27%
5,864,122
-290,490
60
$1.37B 0.27%
6,330,710
-224,002
61
$1.35B 0.26%
15,104,678
+3,800,629
62
$1.34B 0.26%
4,089,946
-80,721
63
$1.33B 0.26%
7,029,161
-114,232
64
$1.31B 0.26%
9,814,719
+998,052
65
$1.3B 0.25%
8,022,115
-1,249,567
66
$1.28B 0.25%
3,860,438
+118,013
67
$1.28B 0.25%
13,735,240
-638,352
68
$1.27B 0.25%
4,507,835
+6,691
69
$1.23B 0.24%
10,381,294
+374,619
70
$1.19B 0.23%
4,232,754
-344,914
71
$1.18B 0.23%
6,409,667
+29,009
72
$1.17B 0.23%
26,693,429
+3,433,782
73
$1.16B 0.23%
995,343
-191,534
74
$1.16B 0.23%
1,608,615
+547,751
75
$1.12B 0.22%
6,581,790
-122,952
1 2
3
4 5