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
726
$121M 0.02%
493,819
+16,121
727
$121M 0.02%
1,158,288
+823,882
728
$120M 0.02%
3,665,186
-811,162
729
$120M 0.02%
13,617,880
+2,443,511
730
$120M 0.02%
2,300,017
-1,899,155
731
$120M 0.02%
1,890,604
-166,325
732
$119M 0.02%
2,610,681
-449,061
733
$119M 0.02%
6,910,264
-4,553,948
734
$119M 0.02%
546,435
-145,565
735
$119M 0.02%
1,114,368
-16,159
736
$119M 0.02%
1,597,048
+339,878
737
$118M 0.02%
1,359,616
+57,837
738
$118M 0.02%
6,584,767
+2,238,491
739
$118M 0.02%
557,444
+232,959
740
$118M 0.02%
3,730,947
+2,377,488
741
$118M 0.02%
2,247,691
+572,337
742
$117M 0.02%
1,739,434
-268,770
743
$117M 0.02%
576,696
+198,916
744
$117M 0.02%
2,806,257
+1,291,980
745
$116M 0.02%
11,863,026
-11,233,229
746
$116M 0.02%
599,947
+18,179
747
$116M 0.02%
603,934
+460,372
748
$115M 0.02%
3,073,511
+557,787
749
$115M 0.02%
2,121,986
+618,267
750
$115M 0.02%
1,430,123
-86,018
28 29
30
31 32