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
1051
$69.1M 0.01%
1,981,436
-1,271,288
1052
$68.9M 0.01%
2,159,997
+74,095
1053
$68.8M 0.01%
775,506
+103,030
1054
$68.8M 0.01%
482,781
-98,544
1055
$68.7M 0.01%
1,170,306
-335,392
1056
$68.5M 0.01%
363,017
+214,919
1057
$68.5M 0.01%
1,046,990
-482,333
1058
$68.4M 0.01%
434,148
+176,042
1059
$68.1M 0.01%
1,150,349
+431,806
1060
$68M 0.01%
1,969,242
+180,615
1061
$68M 0.01%
1,353,803
+117,498
1062
$68M 0.01%
1,104,346
+62,905
1063
$67.8M 0.01%
261,051
-157,644
1064
$67.8M 0.01%
821,747
+650,306
1065
$67.8M 0.01%
2,160,852
-433,678
1066
$67.7M 0.01%
330,488
+103,091
1067
$67.4M 0.01%
555,970
-14,804
1068
$67.3M 0.01%
376,697
+183,755
1069
$67.3M 0.01%
23,194,957
+22,694,842
1070
$67.1M 0.01%
1,897,187
+235,556
1071
$67.1M 0.01%
2,701,895
+223,715
1072
$67M 0.01%
778,118
+225,449
1073
$66.9M 0.01%
659,998
-776,713
1074
$66.9M 0.01%
761,438
+334,405
1075
$66.9M 0.01%
2,542,074
-50,539
41 42
43
44 45