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
1026
$72.2M 0.01%
1,197,888
-34,697
1027
$72M 0.01%
3,067,945
+1,102,112
1028
$71.7M 0.01%
963,990
+95,341
1029
$71.6M 0.01%
1,987,931
-2,384,724
1030
$71.6M 0.01%
1,763,751
+15,921
1031
$71.5M 0.01%
951,406
+150,534
1032
$71.4M 0.01%
1,253,776
+40,926
1033
$71.3M 0.01%
692,366
+125,862
1034
$71.2M 0.01%
1,238,696
+113,096
1035
$71.1M 0.01%
1,031,679
+46,431
1036
$71M 0.01%
5,440,909
+134,056
1037
$70.9M 0.01%
1,758,259
+382,599
1038
$70.9M 0.01%
631,973
-2,718,772
1039
$70.9M 0.01%
1,590,216
+77,903
1040
$70.8M 0.01%
4,169,741
-400,588
1041
$70.8M 0.01%
1,452,571
+582,782
1042
$70.6M 0.01%
271,389
+21,291
1043
$70.6M 0.01%
227,564
-231,132
1044
$70.5M 0.01%
1,581,555
+457
1045
$70.2M 0.01%
528,120
-38,063
1046
$70.1M 0.01%
1,512,859
+236,563
1047
$70.1M 0.01%
1,629,076
+648,485
1048
$69.8M 0.01%
946,448
+589,116
1049
$69.5M 0.01%
1,061,708
+643,754
1050
$69.1M 0.01%
1,348,377
+186,570
40 41
42
43 44