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
1351
$45.9M 0.01%
1,320,509
+94,879
1352
$45.8M 0.01%
2,617,680
-583,062
1353
$45.8M 0.01%
2,386,589
-2,813,356
1354
$45.8M 0.01%
1,334,609
-140,364
1355
$45.7M 0.01%
549,938
+442,898
1356
$45.7M 0.01%
380,833
+16,375
1357
$45.7M 0.01%
1,654,467
+1,127,335
1358
$45.6M 0.01%
807,249
-270,719
1359
$45.5M 0.01%
460,249
+240,798
1360
$45.5M 0.01%
2,388,621
+180,245
1361
$45.5M 0.01%
1,004,474
+78,769
1362
$45.4M 0.01%
877,825
-17,408
1363
$45.4M 0.01%
4,583,759
-1,175,640
1364
$45.4M 0.01%
260,261
+57,794
1365
$45.3M 0.01%
473,554
+295,644
1366
$45.3M 0.01%
5,967,737
+353,086
1367
$45.1M 0.01%
593,510
+386,514
1368
$45M 0.01%
1,188,461
+513,577
1369
$45M 0.01%
1,146,789
-86,801
1370
$45M 0.01%
542,259
-324,450
1371
$44.9M 0.01%
1,554,799
+37,879
1372
$44.8M 0.01%
378,861
+41,946
1373
$44.7M 0.01%
778,240
+53,183
1374
$44.7M 0.01%
192,487
-42,805
1375
$44.7M 0.01%
1,318,057
+53,201
53 54
55
56 57