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
826
$101M 0.02%
2,158,231
+1,183,352
827
$100M 0.02%
1,287,959
+64,681
828
$99.9M 0.02%
2,037,648
-418,932
829
$99.9M 0.02%
491,832
+192,060
830
$99.7M 0.02%
217,343
-288,371
831
$99.5M 0.02%
712,167
+282,278
832
$99.5M 0.02%
5,324,060
+87,473
833
$99.4M 0.02%
1,065,704
+451,009
834
$99.1M 0.02%
1,803,251
-1,267,414
835
$99M 0.02%
608,296
-89,624
836
$98.9M 0.02%
1,554,071
+1,067,247
837
$97.8M 0.02%
3,524,945
+1,162,393
838
$97.8M 0.02%
3,582,696
+393,042
839
$97.5M 0.02%
1,337,215
+589,327
840
$97M 0.02%
929,372
-345,309
841
$96.9M 0.02%
4,266,533
+325,561
842
$96.6M 0.02%
975,164
-407,760
843
$96.5M 0.02%
246,889
+84,307
844
$96.1M 0.02%
856,063
+379,925
845
$96M 0.02%
304,975
-139,608
846
$96M 0.02%
960,375
-186,278
847
$95.8M 0.02%
387,052
+85,150
848
$95.8M 0.02%
894,448
-241,251
849
$95.7M 0.02%
867,178
-115,364
850
$95.6M 0.02%
673,727
+217,071
32 33
34
35 36