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
1076
$66.7M 0.01%
908,102
+60,008
1077
$66.6M 0.01%
711,879
-1,232,316
1078
$66.6M 0.01%
1,685,109
+3,861
1079
$66.5M 0.01%
528,251
-27,961
1080
$66.5M 0.01%
1,761,431
-23,052
1081
$66.2M 0.01%
1,127,520
+32,741
1082
$66.2M 0.01%
4,886,517
+832,509
1083
$66.2M 0.01%
247,716
+79,254
1084
$66.1M 0.01%
435,107
-92,454
1085
$66.1M 0.01%
7,364,206
+3,351,265
1086
$66M 0.01%
1,021,231
+95,756
1087
$65.6M 0.01%
556,163
-192,499
1088
$65.5M 0.01%
798,517
+246,286
1089
$65.1M 0.01%
155,404
+51,290
1090
$64.9M 0.01%
119,527
-223,123
1091
$64.7M 0.01%
230,719
+29,955
1092
$64.1M 0.01%
3,349,298
+841,614
1093
$63.9M 0.01%
845,129
+569,726
1094
$63.9M 0.01%
206,943
+67,072
1095
$63.9M 0.01%
150,155
+34,536
1096
$63.4M 0.01%
988,434
+525,284
1097
$63.4M 0.01%
350,650
+57,086
1098
$63.3M 0.01%
478,121
+77,058
1099
$63.3M 0.01%
35,367
-9,959
1100
$63.3M 0.01%
824,546
-382,028
42 43
44
45 46