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
951
$81.8M 0.02%
632,932
-350,922
952
$81.6M 0.02%
1,112,065
-214,159
953
$81.6M 0.02%
1,865,072
+1,619,770
954
$81.5M 0.02%
635,725
-120,127
955
$81.5M 0.02%
960,548
+662,458
956
$81.5M 0.02%
2,868,437
-811,199
957
$81.2M 0.02%
2,158,063
+1,185,793
958
$80.9M 0.02%
653,843
-487,250
959
$80.8M 0.02%
969,485
-4,561
960
$80.7M 0.02%
1,738,264
-181,546
961
$80.7M 0.02%
553,905
+81,882
962
$80.6M 0.02%
1,748,220
+146,571
963
$80.3M 0.02%
481,430
-152,113
964
$80.2M 0.02%
482,295
+224,581
965
$80.2M 0.02%
360,796
+31,819
966
$80.1M 0.02%
855,957
+323,132
967
$79.9M 0.02%
2,071,178
+1,076,029
968
$79.9M 0.02%
3,690,922
+1,239,549
969
$79.8M 0.02%
957,902
+100,336
970
$79.4M 0.02%
3,357,964
-544,317
971
$79.4M 0.02%
1,665,151
+308,384
972
$78.9M 0.02%
4,033,955
+2,062,162
973
$78.8M 0.02%
450,561
-528,631
974
$78.8M 0.02%
316,334
+123,212
975
$78.8M 0.02%
+3,238,610
37 38
39
40 41