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
1276
$50.3M 0.01%
416,040
-209,089
1277
$50.3M 0.01%
345,512
-21,376
1278
$50.2M 0.01%
112,118
+57,201
1279
$50.1M 0.01%
158,655
-141,641
1280
$50M 0.01%
413,519
+64,976
1281
$50M 0.01%
860,059
-896,759
1282
$49.6M 0.01%
807,820
-29,461
1283
$49.5M 0.01%
964,495
+605,337
1284
$49.3M 0.01%
767,875
+154,956
1285
$49.3M 0.01%
2,416,195
-111,598
1286
$49.3M 0.01%
866,976
-229,102
1287
$49.3M 0.01%
3,300,094
+355,745
1288
$49.1M 0.01%
353,914
+69,922
1289
$49M 0.01%
1,253,347
+612,120
1290
$49M 0.01%
3,870,318
-728,492
1291
$49M 0.01%
1,011,022
-106,606
1292
$48.9M 0.01%
104,600
-89,999
1293
$48.9M 0.01%
775,334
-286,952
1294
$48.8M 0.01%
517,686
-305,708
1295
$48.8M 0.01%
309,393
-85,795
1296
$48.8M 0.01%
398,646
-1,068,979
1297
$48.8M 0.01%
1,285,465
+148,140
1298
$48.7M 0.01%
2,122,830
+1,850,705
1299
$48.7M 0.01%
820,871
+548,017
1300
$48.6M 0.01%
681,668
+227,232
50 51
52
53 54