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
1
$16.3B 3.19%
87,531,543
-8,661,470
2
$15.7B 3.07%
30,364,399
-1,233,459
3
$12.7B 2.48%
49,813,806
-4,320,658
4
$7.96B 1.56%
36,264,333
+383,854
5
$7.78B 1.52%
23,567,882
-1,949,369
6
$6.76B 1.32%
9,203,146
+573
7
$6.17B 1.21%
19,561,246
-875,381
8
$5.99B 1.17%
8,989,578
-1,253,009
9
$5.93B 1.16%
24,382,097
-1,434,059
10
$5.43B 1.06%
132,478,549
+16,563,064
11
$5.3B 1.04%
21,758,759
-33,187
12
$3.89B 0.76%
11,408,201
-546,198
13
$3.7B 0.72%
6,166,310
+625,681
14
$3.24B 0.63%
11,534,500
+828,676
15
$3.19B 0.62%
4,772,201
+1,671,715
16
$3.03B 0.59%
3,970,245
+50,838
17
$2.78B 0.54%
34,825,608
-673,038
18
$2.76B 0.54%
23,560,940
-512,936
19
$2.71B 0.53%
11,718,236
-86,248
20
$2.65B 0.52%
2,857,562
-80,977
21
$2.54B 0.5%
6,277,608
+683,579
22
$2.54B 0.5%
13,601,000
-168,824
23
$2.52B 0.49%
5,022,442
-343,140
24
$2.51B 0.49%
4,093,689
+65,727
25
$2.41B 0.47%
8,630,890
+315,756
1
2 3 4 5