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
751
$114M 0.02%
355,273
+184,964
752
$114M 0.02%
1,003,918
+9,384
753
$114M 0.02%
4,096,983
+271,629
754
$114M 0.02%
3,652,267
+1,290,663
755
$113M 0.02%
5,614,080
+456,692
756
$113M 0.02%
2,299,737
+95,452
757
$113M 0.02%
59,326
+9,732
758
$113M 0.02%
1,335,473
+33,012
759
$113M 0.02%
443,885
+211,598
760
$113M 0.02%
1,652,005
-161,775
761
$113M 0.02%
1,573,664
-7,103
762
$112M 0.02%
173,117
+6,938
763
$112M 0.02%
1,206,616
-37,484
764
$112M 0.02%
592,127
+90,090
765
$112M 0.02%
336,128
+105,032
766
$112M 0.02%
4,796,833
+3,092,136
767
$111M 0.02%
1,329,115
-802,538
768
$111M 0.02%
562,631
-77,004
769
$111M 0.02%
3,373,834
-238,613
770
$111M 0.02%
211,971
+44,248
771
$111M 0.02%
2,456,712
+519,817
772
$111M 0.02%
1,924,260
-370,871
773
$111M 0.02%
824,688
+263,965
774
$110M 0.02%
1,101,411
+99,208
775
$110M 0.02%
5,676,522
-4,095,233
29 30
31
32 33