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
1626
$31.4M 0.01%
1,500,562
+560,571
1627
$31.3M 0.01%
386,884
+16,567
1628
$31.2M 0.01%
+602,455
1629
$31.2M 0.01%
2,030,692
-2,475,523
1630
$31.2M 0.01%
365,549
+53,742
1631
$31.2M 0.01%
275,951
+106,999
1632
$31.2M 0.01%
970,369
+433,351
1633
$31.1M 0.01%
1,385,502
-5,868
1634
$31.1M 0.01%
719,307
-24,811
1635
$31.1M 0.01%
1,121,164
-230,152
1636
$31.1M 0.01%
1,156,072
+897,312
1637
$31M 0.01%
290,211
-105,086
1638
$31M 0.01%
1,704,554
+180,953
1639
$31M 0.01%
592,650
+144,511
1640
$31M 0.01%
1,398,162
+177,806
1641
$31M 0.01%
604,322
+97,034
1642
$30.9M 0.01%
260,832
-3,793
1643
$30.9M 0.01%
2,703,846
-1,774,515
1644
$30.9M 0.01%
154,688
+45,581
1645
$30.9M 0.01%
1,196,648
+400,052
1646
$30.8M 0.01%
4,294,181
+3,743,518
1647
$30.6M 0.01%
2,531,338
+1,094,668
1648
$30.6M 0.01%
1,001,102
-275,196
1649
$30.5M 0.01%
847,573
-533,280
1650
$30.5M 0.01%
1,125,325
-1,077,015
64 65
66
67 68