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
876
$92M 0.02%
1,337,625
-661,034
877
$92M 0.02%
2,789,553
-44,733
878
$92M 0.02%
213,693
-224,442
879
$91.9M 0.02%
3,864,424
-1,380,584
880
$91.8M 0.02%
3,081,174
+1,483,733
881
$91.7M 0.02%
2,303,537
+1,130,812
882
$91.6M 0.02%
403,690
-105,222
883
$91.6M 0.02%
61,177
-23,722
884
$91.5M 0.02%
646,706
+222,895
885
$91.3M 0.02%
2,128,186
+483,385
886
$91.3M 0.02%
3,681,510
+127,919
887
$91.2M 0.02%
673,394
-217,529
888
$91.2M 0.02%
277,222
-45,225
889
$91.2M 0.02%
1,798,415
+20,689
890
$91.1M 0.02%
4,128,038
+2,219,593
891
$91M 0.02%
1,457,051
+273,232
892
$90.4M 0.02%
9,086,515
+8,697,707
893
$90M 0.02%
8,115,630
-1,552,409
894
$89.9M 0.02%
1,551,634
+142,159
895
$89.7M 0.02%
4,532,574
+3,332,929
896
$89.5M 0.02%
638,965
+193,281
897
$89.4M 0.02%
152,629
-22,607
898
$89.1M 0.02%
1,638,169
-443,282
899
$88.6M 0.02%
3,892,222
-1,336,405
900
$88.5M 0.02%
358,779
-268,961
34 35
36
37 38