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
1476
$39.1M 0.01%
438,522
+130,718
1477
$39.1M 0.01%
295,508
+44,407
1478
$38.9M 0.01%
537,897
-118,705
1479
$38.8M 0.01%
195,204
+112,444
1480
$38.7M 0.01%
319,993
+45,785
1481
$38.7M 0.01%
1,527,525
-37,200
1482
$38.7M 0.01%
2,593,327
-1,813,153
1483
$38.6M 0.01%
356,432
+111,486
1484
$38.6M 0.01%
1,187,575
-315,072
1485
$38.5M 0.01%
587,311
+176,879
1486
$38.5M 0.01%
1,583,762
+178,284
1487
$38.4M 0.01%
464,745
+25,643
1488
$38.4M 0.01%
1,150,540
-236,931
1489
$38.4M 0.01%
1,990,508
+1,489,424
1490
$38.3M 0.01%
1,502,385
-287,844
1491
$38.3M 0.01%
271,408
-18,934
1492
$38.3M 0.01%
524,941
+93,461
1493
$38.3M 0.01%
561,755
-77,223
1494
$38.2M 0.01%
366,690
+64,105
1495
$38.2M 0.01%
1,266,659
-179,799
1496
$38.1M 0.01%
6,936,070
+1,102,102
1497
$38.1M 0.01%
122,746
-143,257
1498
$38M 0.01%
199,115
-24,314
1499
$38M 0.01%
234,593
-43,196
1500
$38M 0.01%
841,427
+7,220
58 59
60
61 62