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
151
$658M 0.13%
3,906,011
+1,006,835
152
$658M 0.13%
5,016,212
-152,677
153
$646M 0.13%
6,360,392
+688,094
154
$631M 0.12%
2,234,115
-401,791
155
$630M 0.12%
16,062,616
+3,407,455
156
$628M 0.12%
7,514,800
+1,153,051
157
$626M 0.12%
2,898,875
-361,125
158
$623M 0.12%
2,072,337
+960,841
159
$619M 0.12%
573,817
-240,782
160
$617M 0.12%
7,520,037
+1,570,815
161
$613M 0.12%
3,974,569
-271,726
162
$612M 0.12%
7,259,081
-3,119,947
163
$610M 0.12%
3,111,531
+74,130
164
$609M 0.12%
462,337
-94,062
165
$606M 0.12%
3,390,891
+1,047,557
166
$603M 0.12%
4,432,595
+235,702
167
$601M 0.12%
21,230,855
+1,362,016
168
$599M 0.12%
2,819,292
+176,835
169
$588M 0.12%
1,217,783
+930,305
170
$586M 0.11%
34,139,655
+563,629
171
$584M 0.11%
3,278,121
+1,183,077
172
$581M 0.11%
6,019,885
+632,162
173
$581M 0.11%
2,352,947
-455,919
174
$573M 0.11%
7,602,740
+944,560
175
$571M 0.11%
5,147,685
+586,863
5 6
7
8 9