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
1226
$53.6M 0.01%
422,150
+78,302
1227
$53.6M 0.01%
1,342,479
-211,497
1228
$53.6M 0.01%
282,752
-31,048
1229
$53.4M 0.01%
570,576
-409,217
1230
$53.4M 0.01%
1,383,426
-5,854
1231
$53.2M 0.01%
2,153,697
-81,812
1232
$53M 0.01%
1,038,781
+137,708
1233
$52.9M 0.01%
681,134
+31,344
1234
$52.9M 0.01%
1,568,268
+284,045
1235
$52.9M 0.01%
1,380,762
-3,119
1236
$52.9M 0.01%
2,948,236
-425,865
1237
$52.8M 0.01%
2,095,570
-558,537
1238
$52.7M 0.01%
781,906
-135,911
1239
$52.7M 0.01%
564,060
+248,011
1240
$52.5M 0.01%
2,702,482
-346,748
1241
$52.5M 0.01%
1,358,780
+703,142
1242
$52.5M 0.01%
704,805
+108,600
1243
$52.2M 0.01%
1,358,172
+509,242
1244
$52.1M 0.01%
874,795
+521,125
1245
$52M 0.01%
549,217
-81,660
1246
$52M 0.01%
492,339
+40,351
1247
$52M 0.01%
753,600
+8,897
1248
$51.9M 0.01%
10,795,484
+1,668,558
1249
$51.9M 0.01%
1,064,403
+4,059
1250
$51.9M 0.01%
4,157,904
-1,939,992
48 49
50
51 52