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
1376
$44.6M 0.01%
149,599
+24,218
1377
$44.6M 0.01%
686,261
+106,623
1378
$44.5M 0.01%
2,263,360
-1,517,820
1379
$44.4M 0.01%
370,491
-25,297
1380
$44.4M 0.01%
327,399
+94,602
1381
$44.4M 0.01%
962,649
-141,593
1382
$44.3M 0.01%
1,451,883
+1,237,383
1383
$44.3M 0.01%
349,601
+232,077
1384
$44.3M 0.01%
2,632,757
+705,328
1385
$44.3M 0.01%
4,283,660
+1,809,987
1386
$44.2M 0.01%
1,562,486
+225,224
1387
$44.2M 0.01%
353,120
-19,429
1388
$44.2M 0.01%
479,244
+246,759
1389
$44.1M 0.01%
1,779,203
+72,673
1390
$44.1M 0.01%
1,435,071
+116,014
1391
$44M 0.01%
670,743
-57,241
1392
$43.9M 0.01%
839,636
+86,784
1393
$43.8M 0.01%
1,897,446
+605,896
1394
$43.8M 0.01%
488,239
+427,906
1395
$43.7M 0.01%
735,472
+79,961
1396
$43.7M 0.01%
1,038,953
-169,429
1397
$43.6M 0.01%
1,514,758
-436,310
1398
$43.5M 0.01%
3,721,870
-113,027
1399
$43.4M 0.01%
3,447,579
+2,066,830
1400
$43.4M 0.01%
205,888
-30,844
54 55
56
57 58