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
1701
$28.7M 0.01%
1,035,848
+474,950
1702
$28.7M 0.01%
1,976,336
-1,401,409
1703
$28.6M 0.01%
555,824
-102,296
1704
$28.5M 0.01%
67,078
-10,998
1705
$28.5M 0.01%
3,762,035
-13,126,786
1706
$28.4M 0.01%
288,429
-60,327
1707
$28.4M 0.01%
5,530,237
+183,244
1708
$28.4M 0.01%
1,298,313
+134,936
1709
$28.4M 0.01%
3,353,753
+900,353
1710
$28.4M 0.01%
4,638,160
+91,564
1711
$28.3M 0.01%
284,942
-38,164
1712
$28.3M 0.01%
395,910
-205,744
1713
$28.3M 0.01%
954,255
+7,922
1714
$28.1M 0.01%
459,281
-58,223
1715
$28.1M 0.01%
217,678
-46,265
1716
$28M 0.01%
743,689
+63,852
1717
$27.9M 0.01%
2,804,569
+595,799
1718
$27.9M 0.01%
277,630
-153,069
1719
$27.9M 0.01%
348,872
+80,375
1720
$27.9M 0.01%
2,047,395
+1,161,879
1721
$27.9M 0.01%
5,194,739
+3,088,820
1722
$27.8M 0.01%
585,971
-1,001
1723
$27.8M 0.01%
316,629
+13,366
1724
$27.8M 0.01%
538,825
+13,227
1725
$27.8M 0.01%
1,046,870
+514,690
67 68
69
70 71