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
976
$78.8M 0.02%
378,526
-5,283
977
$78.6M 0.02%
930,253
-49,343
978
$78.4M 0.02%
2,076,413
+65,447
979
$78.4M 0.02%
1,748,732
-393,284
980
$78.2M 0.02%
603,041
+373,172
981
$78.2M 0.02%
299,575
+125,227
982
$78.2M 0.02%
2,163,697
+71,277
983
$78.2M 0.02%
3,407,607
-2,332,421
984
$78M 0.02%
3,373,742
-398,583
985
$78M 0.02%
2,748,013
-131,155
986
$77.8M 0.02%
885,967
-3,289
987
$77.8M 0.02%
563,035
-650,322
988
$77.7M 0.02%
773,867
-37,896
989
$77.6M 0.02%
3,429,905
-1,305,406
990
$77.5M 0.02%
6,065,592
+681,444
991
$77.4M 0.02%
4,297,683
+3,067,164
992
$77.4M 0.02%
224,729
+174,265
993
$77.4M 0.02%
584,118
+110,492
994
$77.4M 0.02%
294,910
-4,208
995
$77.2M 0.02%
+2,071,238
996
$77.1M 0.02%
977,614
+195,045
997
$77M 0.02%
528,374
+58,814
998
$76.4M 0.01%
1,315,805
-203,051
999
$76.4M 0.01%
537,571
+144,388
1000
$76.3M 0.01%
217,911
-4,641
38 39
40
41 42