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
1426
$42.1M 0.01%
1,131,787
+792,760
1427
$42.1M 0.01%
1,352,031
-97,190
1428
$41.9M 0.01%
825,348
+5,286
1429
$41.7M 0.01%
1,031,292
-746,075
1430
$41.7M 0.01%
497,585
-13,690
1431
$41.6M 0.01%
848,341
+387,360
1432
$41.6M 0.01%
1,743,421
+242,112
1433
$41.6M 0.01%
2,210,521
+262,391
1434
$41.5M 0.01%
2,744,956
-2,348,112
1435
$41.5M 0.01%
451,449
+17,659
1436
$41.3M 0.01%
367,215
-48,083
1437
$41.2M 0.01%
2,282,951
+1,263,863
1438
$41M 0.01%
726,183
+245,423
1439
$40.9M 0.01%
651,521
+19,044
1440
$40.8M 0.01%
731,134
+11,028
1441
$40.8M 0.01%
1,674,456
+85,008
1442
$40.8M 0.01%
784,741
+784,721
1443
$40.7M 0.01%
989,791
-4,523
1444
$40.6M 0.01%
1,082,330
+675,039
1445
$40.6M 0.01%
414,509
+14,743
1446
$40.6M 0.01%
7,677,289
-22,470
1447
$40.6M 0.01%
497,657
+172,493
1448
$40.5M 0.01%
613,853
-51,424
1449
$40.4M 0.01%
1,679,732
-522,489
1450
$40.4M 0.01%
1,020,889
+17,714
56 57
58
59 60