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
1926
$21.6M ﹤0.01%
637,274
+37,320
1927
$21.6M ﹤0.01%
531,200
+229,989
1928
$21.6M ﹤0.01%
647,003
+192,439
1929
$21.5M ﹤0.01%
771,716
-12,140
1930
$21.5M ﹤0.01%
232,941
+36,469
1931
$21.5M ﹤0.01%
438,177
+59,939
1932
$21.5M ﹤0.01%
339,598
+168,724
1933
$21.5M ﹤0.01%
3,760,047
+422,563
1934
$21.5M ﹤0.01%
388,317
+31,465
1935
$21.4M ﹤0.01%
355,808
-305,557
1936
$21.4M ﹤0.01%
213,868
+193,482
1937
$21.4M ﹤0.01%
705,672
-225,305
1938
$21.4M ﹤0.01%
301,114
-719,793
1939
$21.3M ﹤0.01%
360,456
+126,738
1940
$21.3M ﹤0.01%
1,492,327
+42,401
1941
$21.2M ﹤0.01%
867,392
-16,393
1942
$21.1M ﹤0.01%
1,462,036
-26,264
1943
$21.1M ﹤0.01%
1,475,780
+14,517
1944
$21.1M ﹤0.01%
723,175
+443,480
1945
$21.1M ﹤0.01%
120,623
-20,778
1946
$21.1M ﹤0.01%
3,503,827
+3,096,778
1947
$21M ﹤0.01%
339,233
+13,743
1948
$20.9M ﹤0.01%
438,726
+54,351
1949
$20.9M ﹤0.01%
118,344
+37,634
1950
$20.9M ﹤0.01%
177,016
-11,932
76 77
78
79 80