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
1576
$33.9M 0.01%
1,848,793
+447,391
1577
$33.7M 0.01%
944,545
+532,530
1578
$33.7M 0.01%
881,257
-422,630
1579
$33.6M 0.01%
1,809,702
-1,306,163
1580
$33.6M 0.01%
84,556
+30,433
1581
$33.6M 0.01%
746,767
+362,970
1582
$33.5M 0.01%
611,410
+146,964
1583
$33.3M 0.01%
823,436
+33,173
1584
$33.3M 0.01%
790,426
-709,751
1585
$33.3M 0.01%
371,163
+199,556
1586
$33.2M 0.01%
2,159,907
+679,040
1587
$33.2M 0.01%
5,148,450
+4,165,735
1588
$33.2M 0.01%
1,131,471
+30,157
1589
$33.1M 0.01%
1,470,078
-1,050,902
1590
$33M 0.01%
+2,103,148
1591
$33M 0.01%
1,010,859
-10,697
1592
$32.9M 0.01%
712,075
-257,808
1593
$32.9M 0.01%
394,210
-445,905
1594
$32.9M 0.01%
719,182
+286,573
1595
$32.9M 0.01%
455,082
+201,461
1596
$32.7M 0.01%
53,177
-15,206
1597
$32.5M 0.01%
454,337
+87,095
1598
$32.5M 0.01%
345,800
+156,256
1599
$32.4M 0.01%
1,165,525
+832,720
1600
$32.3M 0.01%
164,875
+93,836
62 63
64
65 66