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
1401
$43.4M 0.01%
330,818
+70,914
1402
$43.3M 0.01%
593,436
-21,440
1403
$43.2M 0.01%
560,480
+117,013
1404
$43.1M 0.01%
509,929
+264,714
1405
$43M 0.01%
475,088
+13,895
1406
$42.9M 0.01%
1,055,241
-208,600
1407
$42.9M 0.01%
342,189
+114,172
1408
$42.8M 0.01%
809,901
+65,127
1409
$42.7M 0.01%
1,181,358
+947,532
1410
$42.6M 0.01%
428,382
+25,356
1411
$42.5M 0.01%
1,001,579
+425,052
1412
$42.5M 0.01%
787,213
-120,044
1413
$42.5M 0.01%
905,293
+32,151
1414
$42.5M 0.01%
5,212,143
+2,602,449
1415
$42.4M 0.01%
420,336
+167,754
1416
$42.4M 0.01%
531,488
-476,850
1417
$42.4M 0.01%
1,930,336
+2,512
1418
$42.4M 0.01%
3,718,822
+2,087,282
1419
$42.3M 0.01%
144,881
+8,145
1420
$42.2M 0.01%
864,294
-4,544
1421
$42.2M 0.01%
854,483
+769,891
1422
$42.2M 0.01%
1,007,358
+588,449
1423
$42.2M 0.01%
463,256
-383,958
1424
$42.2M 0.01%
785,824
-88,650
1425
$42.2M 0.01%
616,895
+76,610
55 56
57
58 59