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
8326
$212 ﹤0.01%
183
-19,240
8327
$210 ﹤0.01%
15
-501
8328
$208 ﹤0.01%
1,094
+397
8329
$208 ﹤0.01%
20
-141
8330
$207 ﹤0.01%
4
-784
8331
$206 ﹤0.01%
6
-45
8332
$205 ﹤0.01%
27
-7,851
8333
$205 ﹤0.01%
7
-5,863
8334
$205 ﹤0.01%
7
-712
8335
$198 ﹤0.01%
59
+17
8336
$198 ﹤0.01%
40
-359
8337
$198 ﹤0.01%
35
-1,335
8338
$198 ﹤0.01%
17
8339
$197 ﹤0.01%
+221
8340
$196 ﹤0.01%
17
-12,094
8341
$196 ﹤0.01%
+8
8342
$196 ﹤0.01%
98,083
-1,300
8343
$196 ﹤0.01%
+9
8344
$194 ﹤0.01%
2,424
-1,771
8345
$193 ﹤0.01%
6
-47
8346
$192 ﹤0.01%
56
-8,964
8347
$192 ﹤0.01%
22
-596
8348
$190 ﹤0.01%
47
-4,111
8349
$188 ﹤0.01%
293
-1,231
8350
$187 ﹤0.01%
+61
332 333
334
335 336