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
126
$754M 0.15%
2,292,821
-413,951
127
$752M 0.15%
2,990,386
-76,661
128
$744M 0.15%
3,604,778
+37,372
129
$738M 0.14%
3,064,953
+2,150,538
130
$728M 0.14%
7,929,237
-283,834
131
$725M 0.14%
956,812
-31,754
132
$722M 0.14%
16,156,672
-3,518,878
133
$721M 0.14%
6,687,456
-510,253
134
$721M 0.14%
2,042,952
-374,119
135
$707M 0.14%
3,676,113
+525,650
136
$702M 0.14%
6,131,362
+613,602
137
$699M 0.14%
1,024,129
-110,473
138
$698M 0.14%
1,398,448
-209,986
139
$696M 0.14%
5,223,612
+1,181,476
140
$695M 0.14%
2,257,283
+160
141
$691M 0.14%
1,994,511
+181,931
142
$690M 0.13%
3,750,560
-136,080
143
$689M 0.13%
1,972,045
-642,235
144
$683M 0.13%
10,341,699
+889,936
145
$683M 0.13%
1,602,599
+38,317
146
$680M 0.13%
8,038,641
+4,314,048
147
$677M 0.13%
1,395,080
-19,642
148
$668M 0.13%
2,447,597
-373,915
149
$666M 0.13%
9,148,055
+561,489
150
$664M 0.13%
10,484,951
-835,538
4 5
6
7 8