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
1176
$57.3M 0.01%
1,315,859
+719,305
1177
$57.3M 0.01%
1,537,856
+942,199
1178
$57.2M 0.01%
546,000
+8,338
1179
$57.2M 0.01%
516,270
-488,473
1180
$57.2M 0.01%
537,221
+184,942
1181
$57.2M 0.01%
3,009,412
+1,365,977
1182
$57.1M 0.01%
526,345
+316,589
1183
$57.1M 0.01%
1,042,988
-51,008
1184
$57.1M 0.01%
2,062,906
+594,160
1185
$56.9M 0.01%
909,460
+521,261
1186
$56.7M 0.01%
3,082,005
+707,588
1187
$56.7M 0.01%
1,115,913
+11,775
1188
$56.5M 0.01%
202,250
+139,637
1189
$56.3M 0.01%
2,406,143
+74,929
1190
$56.3M 0.01%
1,454,562
+475,370
1191
$56.2M 0.01%
627,034
-4,540
1192
$56.1M 0.01%
1,631,247
+617,634
1193
$56.1M 0.01%
1,539,030
-14,349
1194
$56M 0.01%
1,201,616
+320,135
1195
$55.9M 0.01%
1,754,104
+1,024,683
1196
$55.7M 0.01%
454,889
+25,122
1197
$55.6M 0.01%
1,492,082
-2,293,940
1198
$55.6M 0.01%
2,948,438
+10,499
1199
$55.6M 0.01%
2,514,675
+1,597,532
1200
$55.4M 0.01%
3,447,576
-1,068,600
46 47
48
49 50