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
2776
$2.77M ﹤0.01%
109,376
+94,765
2777
$2.76M ﹤0.01%
9,534
-5,297
2778
$2.76M ﹤0.01%
108,828
-9,540
2779
$2.75M ﹤0.01%
95,007
-17,933
2780
$2.75M ﹤0.01%
57,349
+79
2781
$2.74M ﹤0.01%
63,567
-909
2782
$2.73M ﹤0.01%
106,973
+15,880
2783
$2.72M ﹤0.01%
94,801
+23,690
2784
$2.72M ﹤0.01%
218,282
+53,740
2785
$2.72M ﹤0.01%
49,599
-876
2786
$2.72M ﹤0.01%
143,919
-10,038
2787
$2.72M ﹤0.01%
614,742
+534,949
2788
$2.71M ﹤0.01%
74,224
+11,138
2789
$2.71M ﹤0.01%
243,373
+48,104
2790
$2.71M ﹤0.01%
531,101
-59,449
2791
$2.71M ﹤0.01%
336,717
-43,688
2792
$2.71M ﹤0.01%
34,018
-2,789
2793
$2.7M ﹤0.01%
76,490
-102,228
2794
$2.69M ﹤0.01%
35,395
+12,324
2795
$2.69M ﹤0.01%
108,592
+56,872
2796
$2.69M ﹤0.01%
292,814
+220,779
2797
$2.68M ﹤0.01%
268,402
-133,275
2798
$2.68M ﹤0.01%
256,482
+1,440
2799
$2.68M ﹤0.01%
59,345
-13,032
2800
$2.68M ﹤0.01%
18,068
+1,435
110 111
112
113 114