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
776
$110M 0.02%
3,578,595
+311,172
777
$110M 0.02%
1,310,621
+628,045
778
$110M 0.02%
1,321,405
+12,134
779
$110M 0.02%
1,474,993
+49,595
780
$110M 0.02%
1,152,302
-132,313
781
$110M 0.02%
2,655,069
+1,328,087
782
$109M 0.02%
988,517
+278,529
783
$109M 0.02%
3,616,617
-53,971
784
$109M 0.02%
3,086,442
+1,491,532
785
$109M 0.02%
3,572,236
+1,737,255
786
$109M 0.02%
840,361
+52,865
787
$108M 0.02%
783,061
-179,797
788
$108M 0.02%
1,095,935
-7,610
789
$108M 0.02%
507,510
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790
$108M 0.02%
2,735,217
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791
$108M 0.02%
4,429,773
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792
$107M 0.02%
4,336,698
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793
$107M 0.02%
1,019,452
-320,414
794
$107M 0.02%
13,319
-2,324
795
$107M 0.02%
1,166,016
-203,461
796
$107M 0.02%
1,314,716
+375,760
797
$107M 0.02%
2,922,393
+87,493
798
$107M 0.02%
2,242,293
+93,213
799
$107M 0.02%
713,531
+130,460
800
$106M 0.02%
4,275,672
-116,483
30 31
32
33 34