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
101
$865M 0.17%
1,406,151
+171,756
102
$860M 0.17%
1,881,190
-412,356
103
$858M 0.17%
4,255,370
-284,339
104
$837M 0.16%
10,951,165
+460,915
105
$834M 0.16%
9,947,879
-1,819,357
106
$833M 0.16%
5,927,836
-1,040,699
107
$825M 0.16%
13,200,126
+1,688,400
108
$823M 0.16%
1,840,584
+157,576
109
$823M 0.16%
4,018,232
-748,303
110
$817M 0.16%
15,169,574
+1,803,310
111
$813M 0.16%
2,522,401
+987,718
112
$800M 0.16%
1,643,856
+232,703
113
$798M 0.16%
16,447,777
+993,288
114
$793M 0.16%
23,084,831
+3,015,878
115
$792M 0.15%
28,057,651
+2,591,038
116
$792M 0.15%
3,222,643
-1,851,000
117
$788M 0.15%
1,867,024
+114,474
118
$785M 0.15%
1,646,018
-517,500
119
$783M 0.15%
2,898,830
-21,151
120
$782M 0.15%
6,828,400
-767,238
121
$775M 0.15%
9,224,221
+481,953
122
$769M 0.15%
2,619,346
+288,991
123
$761M 0.15%
3,910,245
-92,704
124
$759M 0.15%
1,547,067
-341,746
125
$758M 0.15%
4,672,152
+1,172,983
3 4
5
6 7