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
926
$84M 0.02%
1,108,619
+170,016
927
$84M 0.02%
1,509,436
+517,050
928
$83.9M 0.02%
1,163,529
+266,826
929
$83.9M 0.02%
291,158
-59,759
930
$83.8M 0.02%
2,622,958
-2,810,438
931
$83.7M 0.02%
3,831,707
+1,047,740
932
$83.6M 0.02%
2,412,794
-422,216
933
$83.5M 0.02%
350,212
+172,771
934
$83.4M 0.02%
4,233,655
+232,664
935
$83.4M 0.02%
1,540,170
-155,423
936
$83.4M 0.02%
1,897,239
-647,739
937
$83.4M 0.02%
4,925,376
+918,605
938
$83.3M 0.02%
1,262,146
+49,086
939
$83.3M 0.02%
4,369,830
+2,294,961
940
$83.2M 0.02%
5,766,944
-2,614,839
941
$83.2M 0.02%
361,766
+86,030
942
$82.9M 0.02%
351,683
-239,071
943
$82.8M 0.02%
264,016
-50,701
944
$82.4M 0.02%
1,759,644
+198,002
945
$82.2M 0.02%
155,283
+28,806
946
$82.2M 0.02%
401,911
+132,842
947
$82.1M 0.02%
966,070
+193,315
948
$82.1M 0.02%
1,546,241
-313,457
949
$82M 0.02%
1,433,358
-1,539
950
$82M 0.02%
1,107,829
+371,453
36 37
38
39 40