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
1001
$76.1M 0.01%
3,946,285
-7,754
1002
$76.1M 0.01%
583,883
-23,028
1003
$76.1M 0.01%
201,641
-847,335
1004
$76M 0.01%
814,411
-129,714
1005
$75.9M 0.01%
1,692,373
-505,798
1006
$75.8M 0.01%
2,226,151
+1,180,256
1007
$75.5M 0.01%
1,229,905
-637,437
1008
$75.3M 0.01%
4,754,492
+14,865
1009
$75.3M 0.01%
424,535
-27,854
1010
$74.5M 0.01%
864,917
-176,707
1011
$74M 0.01%
3,662,780
+750,445
1012
$73.8M 0.01%
3,603,288
+1,340,139
1013
$73.8M 0.01%
275,690
+22,454
1014
$73.3M 0.01%
3,148,698
-674,093
1015
$73.1M 0.01%
1,009,946
+782,220
1016
$73M 0.01%
1,178,763
-37,947
1017
$73M 0.01%
1,243,371
+122,982
1018
$73M 0.01%
1,951,379
+767,632
1019
$72.9M 0.01%
2,504,304
+135,435
1020
$72.8M 0.01%
581,307
+319,908
1021
$72.7M 0.01%
2,086,515
-12,048
1022
$72.5M 0.01%
609,582
+265,145
1023
$72.5M 0.01%
1,971,524
+433,240
1024
$72.5M 0.01%
538,996
+11,236
1025
$72.4M 0.01%
723,161
+351,940
39 40
41
42 43