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
1676
$29.6M 0.01%
2,767,510
-3,192,282
1677
$29.5M 0.01%
564,895
-47,501
1678
$29.5M 0.01%
706,742
+28,140
1679
$29.4M 0.01%
113,682
+4,317
1680
$29.4M 0.01%
1,507,855
+625,501
1681
$29.4M 0.01%
1,041,430
-248,583
1682
$29.4M 0.01%
494,806
-11,671
1683
$29.4M 0.01%
1,737,557
+385,662
1684
$29.3M 0.01%
1,255,416
-652,735
1685
$29.3M 0.01%
1,257,334
-206,293
1686
$29.3M 0.01%
665,617
+17,942
1687
$29.2M 0.01%
2,012,353
+1,061,589
1688
$29.2M 0.01%
1,013,399
-909,153
1689
$29.1M 0.01%
1,987,673
-433,950
1690
$29.1M 0.01%
107,884
-25,291
1691
$29.1M 0.01%
3,250,284
+1,299,114
1692
$29M 0.01%
602,380
-5,736
1693
$29M 0.01%
304,064
+2,701
1694
$28.9M 0.01%
61,817
-18,299
1695
$28.8M 0.01%
3,402,408
+590,659
1696
$28.8M 0.01%
158,457
+32,048
1697
$28.7M 0.01%
1,056,577
+304,672
1698
$28.7M 0.01%
1,230,439
-320,279
1699
$28.7M 0.01%
160,288
-64
1700
$28.7M 0.01%
307,719
+127,553
66 67
68
69 70