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
7676
$2.91K ﹤0.01%
24,233
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7677
$2.9K ﹤0.01%
9
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7678
$2.88K ﹤0.01%
74
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7679
$2.85K ﹤0.01%
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$2.85K ﹤0.01%
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$2.83K ﹤0.01%
4,870
-107
7682
$2.81K ﹤0.01%
105
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7683
$2.78K ﹤0.01%
1,066
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7684
$2.76K ﹤0.01%
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$2.76K ﹤0.01%
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7686
$2.75K ﹤0.01%
115
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7687
$2.75K ﹤0.01%
+1,537
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$2.75K ﹤0.01%
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$2.74K ﹤0.01%
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$2.74K ﹤0.01%
286
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$2.7K ﹤0.01%
69
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$2.68K ﹤0.01%
250
7693
$2.68K ﹤0.01%
+38
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$2.67K ﹤0.01%
381
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$2.67K ﹤0.01%
2,909
-12,162
7696
$2.67K ﹤0.01%
254
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7697
$2.67K ﹤0.01%
+85
7698
$2.67K ﹤0.01%
+64
7699
$2.66K ﹤0.01%
+39
7700
$2.66K ﹤0.01%
118
-1,389
306 307
308
309 310