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
1101
$63.2M 0.01%
2,318,132
-2,326,213
1102
$63.2M 0.01%
7,037,473
+122,456
1103
$63.2M 0.01%
594,454
+422,589
1104
$63.1M 0.01%
921,218
+59,785
1105
$63.1M 0.01%
1,049,860
-92,586
1106
$62.8M 0.01%
3,051,945
+397,094
1107
$62.6M 0.01%
2,067,175
+293,050
1108
$62.6M 0.01%
585,955
-154,707
1109
$62.6M 0.01%
308,105
-203,069
1110
$62.5M 0.01%
2,279,447
+1,086,852
1111
$62.4M 0.01%
1,237,996
+78,362
1112
$62.4M 0.01%
383,572
-512,008
1113
$62.3M 0.01%
1,692,510
+109,398
1114
$62.2M 0.01%
2,522,294
+2,353,213
1115
$62.2M 0.01%
5,867,611
+4,704,971
1116
$61.9M 0.01%
1,276,809
+351,043
1117
$61.4M 0.01%
204,853
-6,123
1118
$61.4M 0.01%
2,406,413
-405,819
1119
$61.4M 0.01%
805,486
-63,456
1120
$61.3M 0.01%
452,032
-37,615
1121
$61.3M 0.01%
439,337
+138,050
1122
$61.1M 0.01%
3,349,806
-1,397,683
1123
$61.1M 0.01%
456,929
+161,731
1124
$61M 0.01%
473,217
+188,991
1125
$60.9M 0.01%
2,028,338
+675,943
43 44
45
46 47