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
7726
$2.48K ﹤0.01%
74
-101
7727
$2.48K ﹤0.01%
80
-12,761
7728
$2.47K ﹤0.01%
+67
7729
$2.46K ﹤0.01%
238
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7730
$2.45K ﹤0.01%
91
7731
$2.44K ﹤0.01%
220
7732
$2.44K ﹤0.01%
81
-254
7733
$2.42K ﹤0.01%
1,338
-5,613
7734
$2.41K ﹤0.01%
139
-2,253
7735
$2.4K ﹤0.01%
147
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7736
$2.39K ﹤0.01%
+98
7737
$2.39K ﹤0.01%
100
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7738
$2.39K ﹤0.01%
88
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7739
$2.38K ﹤0.01%
+100
7740
$2.38K ﹤0.01%
421
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7741
$2.37K ﹤0.01%
71
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7742
$2.37K ﹤0.01%
833
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7743
$2.35K ﹤0.01%
692
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7744
$2.33K ﹤0.01%
289
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7745
$2.32K ﹤0.01%
200
7746
$2.31K ﹤0.01%
801
-4,852
7747
$2.31K ﹤0.01%
1,928
+827
7748
$2.31K ﹤0.01%
1,322
+1,318
7749
$2.3K ﹤0.01%
480
-2,947
7750
$2.27K ﹤0.01%
93
-577
308 309
310
311 312