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
176
$568M 0.11%
10,639,794
+1,788,808
177
$555M 0.11%
21,796,616
-2,021,043
178
$554M 0.11%
4,299,002
+2,472,686
179
$554M 0.11%
3,670,978
+4,330
180
$550M 0.11%
2,298,872
-397,479
181
$541M 0.11%
7,762,105
-890,146
182
$539M 0.11%
2,717,124
-326,680
183
$538M 0.11%
1,090,348
+539,103
184
$533M 0.1%
2,322,104
+304,799
185
$530M 0.1%
1,623,733
-48,343
186
$522M 0.1%
4,354,330
-1,309,347
187
$521M 0.1%
3,743,958
+470,812
188
$520M 0.1%
1,405,592
-44,246
189
$518M 0.1%
1,053,859
-224,663
190
$513M 0.1%
4,573,032
-383,486
191
$512M 0.1%
4,655,192
+1,246,307
192
$504M 0.1%
4,202,388
+1,172,676
193
$495M 0.1%
1,897,820
+532,652
194
$487M 0.1%
6,823,285
+160,538
195
$486M 0.1%
4,364,301
-663,081
196
$486M 0.1%
528,319
+25,783
197
$485M 0.09%
507,907
-70,953
198
$485M 0.09%
5,075,695
-3,978,018
199
$481M 0.09%
3,994,158
+29,877
200
$481M 0.09%
5,284,501
+651,038
6 7
8
9 10