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
901
$88.4M 0.02%
610,432
+220,039
902
$88.2M 0.02%
810,254
+400,482
903
$88.1M 0.02%
8,118,648
+390,982
904
$87.6M 0.02%
623,461
+416,799
905
$87.4M 0.02%
1,899,378
+20,170
906
$87.3M 0.02%
3,083,670
-1,371,648
907
$87.1M 0.02%
1,521,130
+448,083
908
$86.8M 0.02%
809,667
-175,220
909
$86.7M 0.02%
1,742,138
+470,114
910
$86.3M 0.02%
485,983
+251,857
911
$86.3M 0.02%
5,893,969
+1,869,323
912
$86.2M 0.02%
1,119,544
-157,765
913
$86M 0.02%
3,684,716
+884,806
914
$85.9M 0.02%
689,950
+161,859
915
$85.7M 0.02%
2,034,348
+492,497
916
$85.7M 0.02%
623,764
+66,979
917
$85.6M 0.02%
2,126,270
-102,975
918
$85.6M 0.02%
824,395
+31,605
919
$85.1M 0.02%
2,171,904
-1,366,557
920
$85M 0.02%
5,637,097
-3,867,902
921
$84.7M 0.02%
706,878
-54,945
922
$84.5M 0.02%
1,365,398
-12,670
923
$84.4M 0.02%
195,522
-147,686
924
$84.3M 0.02%
565,793
-423,477
925
$84M 0.02%
1,856,671
-119,340
35 36
37
38 39