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
1326
$47.3M 0.01%
279,169
-94,417
1327
$47.2M 0.01%
3,345,969
-2,009,512
1328
$47.2M 0.01%
909,616
-440,579
1329
$47.2M 0.01%
2,513,850
-171,021
1330
$47.2M 0.01%
368,323
+2,024
1331
$47.1M 0.01%
1,264,889
+115,069
1332
$47M 0.01%
272,971
-24,272
1333
$46.9M 0.01%
1,118,219
-56,449
1334
$46.9M 0.01%
4,992,012
+34,281
1335
$46.9M 0.01%
191,942
+44,336
1336
$46.9M 0.01%
4,044,589
-1,168,089
1337
$46.9M 0.01%
781,506
+88,839
1338
$46.8M 0.01%
391,967
-295,103
1339
$46.8M 0.01%
773,578
-264,207
1340
$46.7M 0.01%
361,820
+51,090
1341
$46.6M 0.01%
1,503,775
+91,700
1342
$46.5M 0.01%
6,037,095
-4,188,833
1343
$46.5M 0.01%
801,355
-47,722
1344
$46.4M 0.01%
848,821
+55,934
1345
$46.4M 0.01%
386,555
+272,782
1346
$46.3M 0.01%
322,110
-214,456
1347
$46.2M 0.01%
1,139,283
-353,823
1348
$46M 0.01%
113,898
+24,336
1349
$46M 0.01%
1,136,840
-80,207
1350
$45.9M 0.01%
1,413,919
+936,820
52 53
54
55 56