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
1501
$38M 0.01%
+1,035,686
1502
$37.7M 0.01%
161,976
+122,043
1503
$37.7M 0.01%
118,631
-21,269
1504
$37.7M 0.01%
885,383
+132,993
1505
$37.7M 0.01%
704,092
-164,280
1506
$37.6M 0.01%
443,722
+62,628
1507
$37.6M 0.01%
699,309
-99,543
1508
$37.6M 0.01%
133,820
-70,033
1509
$37.6M 0.01%
259,707
+45,398
1510
$37.6M 0.01%
103,002
-134,499
1511
$37.5M 0.01%
2,193,573
-589,128
1512
$37.3M 0.01%
2,195,126
-341,048
1513
$37.3M 0.01%
3,278,073
-2,618,850
1514
$37.3M 0.01%
231,988
-5,817
1515
$37.2M 0.01%
1,444,333
+718,289
1516
$37.2M 0.01%
920,331
-321,823
1517
$36.9M 0.01%
3,192,493
+479,109
1518
$36.8M 0.01%
720,006
+235,886
1519
$36.7M 0.01%
713,065
+32,090
1520
$36.7M 0.01%
648,718
+90,984
1521
$36.7M 0.01%
824,302
-269,326
1522
$36.6M 0.01%
924,699
-113,015
1523
$36.6M 0.01%
731,801
+27,936
1524
$36.5M 0.01%
645,908
-19,449
1525
$36.5M 0.01%
2,133,109
+1,699,640
59 60
61
62 63