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
801
$106M 0.02%
614,078
-27,398
802
$106M 0.02%
1,097,148
+187,807
803
$105M 0.02%
1,833,126
+356,101
804
$105M 0.02%
524,358
+366,561
805
$105M 0.02%
6,169,346
+5,563,019
806
$105M 0.02%
127,129
+26,268
807
$105M 0.02%
568,276
+186,060
808
$105M 0.02%
1,546,982
+97,614
809
$104M 0.02%
2,546,801
-654,743
810
$104M 0.02%
3,215,792
-74,838
811
$104M 0.02%
1,803,696
-1,086,851
812
$104M 0.02%
1,235,467
-124,332
813
$103M 0.02%
805,043
-61,278
814
$103M 0.02%
458,384
-135,274
815
$103M 0.02%
1,610,488
+506,734
816
$103M 0.02%
2,820,307
+639,377
817
$102M 0.02%
3,972,118
+1,819,975
818
$102M 0.02%
5,575,831
+2,162,014
819
$102M 0.02%
9,380,328
-602,026
820
$102M 0.02%
525,290
+308,439
821
$101M 0.02%
578,381
+14,907
822
$101M 0.02%
292,824
+14,969
823
$101M 0.02%
674,621
-90,907
824
$101M 0.02%
396,465
-186,636
825
$101M 0.02%
2,319,686
-56,362
31 32
33
34 35