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
851
$95.5M 0.02%
377,965
+13,838
852
$95.4M 0.02%
1,170,211
+202,021
853
$95.3M 0.02%
2,318,886
+680,691
854
$95.2M 0.02%
3,514,317
+1,792,357
855
$95M 0.02%
3,143,755
-164,399
856
$94.7M 0.02%
1,235,387
+34,830
857
$94.4M 0.02%
2,258,391
+577,772
858
$94.3M 0.02%
2,064,143
+66,464
859
$94.3M 0.02%
1,075,587
-496,413
860
$94M 0.02%
732,240
-159,666
861
$94M 0.02%
3,111,817
-540,544
862
$93.8M 0.02%
2,705,184
-904,757
863
$93.6M 0.02%
3,784,723
-172,011
864
$93.5M 0.02%
1,738,235
+351,206
865
$93.3M 0.02%
1,501,673
+490,549
866
$93M 0.02%
520,013
+33,116
867
$92.8M 0.02%
313,077
-2,916
868
$92.7M 0.02%
592,756
-142,513
869
$92.7M 0.02%
941,490
-168,475
870
$92.6M 0.02%
886,578
+208,031
871
$92.4M 0.02%
1,528,128
-1,116,262
872
$92.4M 0.02%
2,385,606
+994,504
873
$92.4M 0.02%
1,766,204
-21,977
874
$92.2M 0.02%
1,946,471
+1,305,953
875
$92.1M 0.02%
529,310
+207,421
33 34
35
36 37