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
8951
– –
-12,989
8952
– –
-6,603
8953
– –
-1
8954
– –
-299
8955
– –
-26
8956
– –
-153
8957
– –
-12
8958
– –
-1,084
8959
– –
-491
8960
$0 ﹤0.01%
42
8961
– –
-1,334
8962
– –
-200
8963
– –
-955
8964
– –
-24,893
8965
– –
-1,527
8966
– –
-1
8967
– –
-3,030
8968
– –
-1,191
8969
– –
-1,256
8970
– –
-32,944
8971
– –
-30
8972
– –
-2,972
8973
– –
-78
8974
– –
-2,235
8975
– –
-8
357 358
359
360 361