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
1201
$55.2M 0.01%
6,338,574
-973,606
1202
$55.2M 0.01%
365,885
+55,683
1203
$55.1M 0.01%
866,884
+534,374
1204
$55M 0.01%
1,087,211
+521
1205
$55M 0.01%
1,047,402
+11,441
1206
$54.9M 0.01%
1,299,995
+303,208
1207
$54.9M 0.01%
223,636
+137,841
1208
$54.9M 0.01%
1,630,022
-102,414
1209
$54.9M 0.01%
1,712,598
-41,609
1210
$54.8M 0.01%
658,507
-1,824
1211
$54.8M 0.01%
4,094,535
-32,682,689
1212
$54.8M 0.01%
484,342
+84,780
1213
$54.7M 0.01%
581,071
+3,377
1214
$54.5M 0.01%
1,203,017
+135,160
1215
$54.4M 0.01%
1,541,598
-665,167
1216
$54.4M 0.01%
431,551
-18,285
1217
$54.3M 0.01%
3,190,946
-39,011
1218
$54.2M 0.01%
23,282,598
+11,496,824
1219
$54.2M 0.01%
4,822,525
+1,628,754
1220
$54M 0.01%
589,874
+185,172
1221
$53.9M 0.01%
486,650
-33,824
1222
$53.8M 0.01%
138,812
+48,929
1223
$53.8M 0.01%
802,250
-1,105,010
1224
$53.7M 0.01%
2,697,890
-376,423
1225
$53.7M 0.01%
656,500
-208,668
47 48
49
50 51