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
1601
$32.3M 0.01%
711,588
+604,783
1602
$32.1M 0.01%
456,298
-705,762
1603
$32.1M 0.01%
195,829
-239,075
1604
$32.1M 0.01%
621,829
+460,217
1605
$32M 0.01%
689,473
+285,850
1606
$32M 0.01%
498,185
-17,919
1607
$32M 0.01%
+1,335,309
1608
$32M 0.01%
443,460
+20,261
1609
$31.9M 0.01%
1,212,551
-10,229
1610
$31.9M 0.01%
718,476
-128,288
1611
$31.9M 0.01%
478,316
+1,236
1612
$31.8M 0.01%
799,465
+692,308
1613
$31.7M 0.01%
291,171
+76,615
1614
$31.7M 0.01%
486,139
-11,679
1615
$31.7M 0.01%
631,445
-206,781
1616
$31.7M 0.01%
918,183
-682,413
1617
$31.6M 0.01%
1,117,089
+248,255
1618
$31.5M 0.01%
345,259
+15,044
1619
$31.5M 0.01%
474,812
-85,132
1620
$31.4M 0.01%
601,536
+127,168
1621
$31.4M 0.01%
393,357
+25,728
1622
$31.4M 0.01%
563,584
-1,005,893
1623
$31.4M 0.01%
104,953
+18,233
1624
$31.4M 0.01%
1,227,060
-47,618
1625
$31.4M 0.01%
309,890
-2,216
63 64
65
66 67