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
1951
$20.9M ﹤0.01%
624,002
+340,919
1952
$20.9M ﹤0.01%
616,687
-220,160
1953
$20.8M ﹤0.01%
186,459
+23,623
1954
$20.8M ﹤0.01%
948,336
+26,149
1955
$20.8M ﹤0.01%
709,351
-6,516
1956
$20.8M ﹤0.01%
1,097,707
+952,550
1957
$20.7M ﹤0.01%
1,958,300
+183,725
1958
$20.7M ﹤0.01%
860,988
+22,136
1959
$20.7M ﹤0.01%
1,702,641
+483,638
1960
$20.7M ﹤0.01%
203,000
+202,803
1961
$20.7M ﹤0.01%
6,341,769
-92,163
1962
$20.6M ﹤0.01%
598,866
-35,734
1963
$20.6M ﹤0.01%
1,427,180
-41,136
1964
$20.6M ﹤0.01%
166,357
+79,117
1965
$20.6M ﹤0.01%
734,772
+66,796
1966
$20.6M ﹤0.01%
361,352
+66,439
1967
$20.6M ﹤0.01%
748,593
+12,122
1968
$20.6M ﹤0.01%
483,902
+267,145
1969
$20.5M ﹤0.01%
855,818
-23,975
1970
$20.5M ﹤0.01%
1,401,504
+289,564
1971
$20.5M ﹤0.01%
228,738
+180,289
1972
$20.5M ﹤0.01%
463,082
-164,134
1973
$20.4M ﹤0.01%
997,045
-214,337
1974
$20.4M ﹤0.01%
1,701,175
+33,887
1975
$20.4M ﹤0.01%
52,209
-54,613
77 78
79
80 81