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
1901
$22.2M ﹤0.01%
486,231
-19,553
1902
$22.2M ﹤0.01%
384,594
-744,117
1903
$22.1M ﹤0.01%
1,833,941
+1,493,250
1904
$22.1M ﹤0.01%
265,001
+180,794
1905
$22.1M ﹤0.01%
534,375
+308,525
1906
$22M ﹤0.01%
766,643
+60,922
1907
$22M ﹤0.01%
854,861
-174,028
1908
$22M ﹤0.01%
8,599,624
+1,841,356
1909
$22M ﹤0.01%
2,036,796
+124,569
1910
$22M ﹤0.01%
127,199
-23,893
1911
$22M ﹤0.01%
490,503
+182,313
1912
$21.9M ﹤0.01%
468,174
+310,454
1913
$21.9M ﹤0.01%
855,517
+118,732
1914
$21.9M ﹤0.01%
1,359,381
+218,165
1915
$21.9M ﹤0.01%
1,910,716
+742,867
1916
$21.9M ﹤0.01%
105,312
+47,021
1917
$21.9M ﹤0.01%
768,520
+140,801
1918
$21.8M ﹤0.01%
245,089
-12,967
1919
$21.8M ﹤0.01%
988,154
+194,971
1920
$21.8M ﹤0.01%
429,747
+423,272
1921
$21.8M ﹤0.01%
543,306
+259,135
1922
$21.7M ﹤0.01%
485,472
-18,922
1923
$21.7M ﹤0.01%
796,726
+40,187
1924
$21.7M ﹤0.01%
434,109
-252,396
1925
$21.7M ﹤0.01%
369,091
+2,941
75 76
77
78 79