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
1126
$60.7M 0.01%
1,137,773
-203,097
1127
$60.7M 0.01%
211,761
+44,639
1128
$60.6M 0.01%
826,530
-727,733
1129
$60.6M 0.01%
1,639,335
+1,026,917
1130
$60.5M 0.01%
628,815
+53,340
1131
$60.4M 0.01%
712,195
+61,925
1132
$60.4M 0.01%
1,776,321
+467,682
1133
$60.3M 0.01%
4,938,932
+1,260,054
1134
$60.2M 0.01%
4,701,640
+1,327,457
1135
$60.1M 0.01%
4,567,212
-446,730
1136
$60.1M 0.01%
853,598
-314,940
1137
$60.1M 0.01%
214,842
-197,487
1138
$59.9M 0.01%
955,995
+525,900
1139
$59.9M 0.01%
3,196,727
-1,301,933
1140
$59.9M 0.01%
607,440
+349,152
1141
$59.9M 0.01%
454,467
+63,246
1142
$59.8M 0.01%
443,909
+164,510
1143
$59.7M 0.01%
1,779,913
-352,572
1144
$59.6M 0.01%
1,105,770
+201,547
1145
$59.6M 0.01%
1,242,678
+836,041
1146
$59.5M 0.01%
869,165
+51,376
1147
$59.5M 0.01%
1,982,477
-5,445
1148
$59.4M 0.01%
241,234
-207,130
1149
$59.4M 0.01%
258,723
-5,714
1150
$59.2M 0.01%
1,402,246
-802,048
44 45
46
47 48