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
2326
$13M ﹤0.01%
828,335
+59,419
2327
$12.9M ﹤0.01%
1,116,205
-635
2328
$12.9M ﹤0.01%
175,120
+14,490
2329
$12.9M ﹤0.01%
973,963
+693,903
2330
$12.8M ﹤0.01%
195,454
+130,188
2331
$12.8M ﹤0.01%
313,301
+189,404
2332
$12.8M ﹤0.01%
1,323,395
-103,182
2333
$12.8M ﹤0.01%
371,650
+273,535
2334
$12.8M ﹤0.01%
447,105
-1,720
2335
$12.7M ﹤0.01%
165,047
+58,778
2336
$12.7M ﹤0.01%
567,322
-220,391
2337
$12.7M ﹤0.01%
1,090,908
+814,964
2338
$12.7M ﹤0.01%
304,428
-77,276
2339
$12.6M ﹤0.01%
92,194
+12,000
2340
$12.6M ﹤0.01%
1,331,521
+705,649
2341
$12.6M ﹤0.01%
441,992
+252,934
2342
$12.5M ﹤0.01%
963,547
+828,489
2343
$12.5M ﹤0.01%
1,903,425
+279,775
2344
$12.5M ﹤0.01%
204,721
+57,646
2345
$12.5M ﹤0.01%
1,786,371
+646,755
2346
$12.5M ﹤0.01%
2,489,200
-958,725
2347
$12.5M ﹤0.01%
45,986
+7,106
2348
$12.5M ﹤0.01%
806,897
+215,581
2349
$12.4M ﹤0.01%
1,146,221
+12,140
2350
$12.4M ﹤0.01%
1,328,330
+722,323
92 93
94
95 96