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
1526
$36.4M 0.01%
4,539,046
+3,540,787
1527
$36.4M 0.01%
481,921
+6,941
1528
$36.4M 0.01%
558,613
+283,083
1529
$36.4M 0.01%
1,878,983
+85,108
1530
$36.4M 0.01%
1,279,678
+1,034,087
1531
$36.4M 0.01%
156,742
+99,035
1532
$36.3M 0.01%
611,275
-273,120
1533
$36.2M 0.01%
1,047,526
+525,119
1534
$36.1M 0.01%
2,653,725
+1,073,711
1535
$36.1M 0.01%
1,403,710
+80,899
1536
$36.1M 0.01%
275,000
+149,978
1537
$36M 0.01%
271,764
+31,457
1538
$35.9M 0.01%
341,437
+13,606
1539
$35.9M 0.01%
807,754
-138,716
1540
$35.9M 0.01%
783,248
+4,411
1541
$35.8M 0.01%
375,446
+6,551
1542
$35.8M 0.01%
723,612
+12,178
1543
$35.7M 0.01%
104,915
-76,600
1544
$35.7M 0.01%
453,944
+21,358
1545
$35.6M 0.01%
563,621
-7,597
1546
$35.5M 0.01%
378,298
+242,851
1547
$35.3M 0.01%
1,421,099
+642,221
1548
$35.3M 0.01%
488,379
-1,992
1549
$35.3M 0.01%
1,342,308
+390,781
1550
$35.3M 0.01%
2,935,463
+1,424,287
60 61
62
63 64