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
7776
$2.12K ﹤0.01%
195
-180
7777
$2.11K ﹤0.01%
+100
7778
$2.11K ﹤0.01%
70
-1,777
7779
$2.1K ﹤0.01%
159
-161
7780
$2.09K ﹤0.01%
105
-6,509
7781
$2.08K ﹤0.01%
448
-10,960
7782
$2.08K ﹤0.01%
14
-4
7783
$2.06K ﹤0.01%
43
-3,789
7784
$2.06K ﹤0.01%
56
-5,493
7785
$2.06K ﹤0.01%
288
-605
7786
$2.05K ﹤0.01%
+200
7787
$2.04K ﹤0.01%
834
+833
7788
$2.04K ﹤0.01%
+3,360
7789
$2.04K ﹤0.01%
79
-33
7790
$2.04K ﹤0.01%
+57
7791
$2.03K ﹤0.01%
99
-5,394
7792
$2.02K ﹤0.01%
74
-1,416
7793
$2.01K ﹤0.01%
+200
7794
$2.01K ﹤0.01%
73
+60
7795
$2K ﹤0.01%
+100
7796
$1.99K ﹤0.01%
+200
7797
$1.99K ﹤0.01%
1,106
+994
7798
$1.99K ﹤0.01%
116
-120
7799
$1.99K ﹤0.01%
+45
7800
$1.99K ﹤0.01%
+94
310 311
312
313 314