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
1976
$20.4M ﹤0.01%
451,955
-5,807
1977
$20.4M ﹤0.01%
89,694
+24,494
1978
$20.3M ﹤0.01%
504,315
+137,361
1979
$20.2M ﹤0.01%
486,761
-56,698
1980
$20.2M ﹤0.01%
438,647
-5,447
1981
$20.2M ﹤0.01%
275,842
+93,386
1982
$20.2M ﹤0.01%
1,774,888
-32,978
1983
$20.2M ﹤0.01%
1,557,296
+1,119,948
1984
$20.2M ﹤0.01%
12,085
+7,073
1985
$20.2M ﹤0.01%
258,237
-85,613
1986
$20.2M ﹤0.01%
1,651,955
+851,249
1987
$20.2M ﹤0.01%
443,424
-67,568
1988
$20.1M ﹤0.01%
1,163,927
-1,377,910
1989
$20.1M ﹤0.01%
1,299,970
+80,788
1990
$20.1M ﹤0.01%
210,267
-4,772
1991
$20M ﹤0.01%
2,563,562
-499,047
1992
$20M ﹤0.01%
662,900
+30,896
1993
$20M ﹤0.01%
893,932
+91,303
1994
$20M ﹤0.01%
196,858
+6,015
1995
$20M ﹤0.01%
434,389
+97,650
1996
$20M ﹤0.01%
552,255
+19,894
1997
$19.9M ﹤0.01%
357,637
+116,446
1998
$19.9M ﹤0.01%
466,318
+270,915
1999
$19.9M ﹤0.01%
1,213,718
-722,491
2000
$19.9M ﹤0.01%
327,828
+67,327
78 79
80
81 82