UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.7%
 

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
+27.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357B
AUM Growth
+$31.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,219
New
Increased
Reduced
Closed

Top Buys

1
+$694M
2
+$615M
3
+$609M
4
LLY icon
Eli Lilly
LLY
+$569M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$431M

Top Sells

1
+$1.07B
2
+$467M
3
+$262M
4
MTCH icon
Match Group
MTCH
+$241M
5
VLO icon
Valero Energy
VLO
+$212M

Sector Composition

1 Technology 21.72%
2 Financials 10.73%
3 Healthcare 8.29%
4 Consumer Discretionary 6.93%
5 Communication Services 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$251M 0.07%
5,879,555
+990,313
252
$250M 0.07%
4,229,850
+85,548
253
$250M 0.07%
5,619,992
-120,304
254
$246M 0.07%
1,260,909
+265,496
255
$245M 0.07%
959,542
+67,703
256
$244M 0.07%
2,944,769
+86,573
257
$242M 0.07%
1,702,643
-56,952
258
$242M 0.07%
4,840,709
+457,541
259
$240M 0.07%
878,634
+51,100
260
$238M 0.07%
1,928,747
+19,438
261
$233M 0.07%
262,770
+86,247
262
$231M 0.06%
1,798,818
-1,878
263
$231M 0.06%
862,120
+32,899
264
$230M 0.06%
1,939,176
+495,898
265
$230M 0.06%
484,269
+48,615
266
$230M 0.06%
2,919,817
+755,072
267
$229M 0.06%
3,794,591
+242,559
268
$229M 0.06%
3,530,119
+45,371
269
$228M 0.06%
1,908,094
-129,988
270
$228M 0.06%
3,085,659
+326,848
271
$227M 0.06%
4,973,264
+636,403
272
$227M 0.06%
1,579,632
+561,229
273
$226M 0.06%
1,809,907
+438,468
274
$225M 0.06%
694,347
+172,682
275
$225M 0.06%
2,697,165
+73,992
9 10
11
12 13