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
2826
$2.6M ﹤0.01%
36,864
+501
2827
$2.6M ﹤0.01%
37,481
+16,671
2828
$2.59M ﹤0.01%
76,292
+5,831
2829
$2.59M ﹤0.01%
50,821
-832
2830
$2.58M ﹤0.01%
230,308
+78,106
2831
$2.58M ﹤0.01%
23,632
-6,460
2832
$2.57M ﹤0.01%
54,835
-1,379
2833
$2.56M ﹤0.01%
27,438
-1,410
2834
$2.56M ﹤0.01%
196,210
+109,775
2835
$2.55M ﹤0.01%
157,182
+16,256
2836
$2.55M ﹤0.01%
1,593,896
+52,041
2837
$2.55M ﹤0.01%
34,265
-328
2838
$2.55M ﹤0.01%
47,814
+4,691
2839
$2.54M ﹤0.01%
155,407
-100,015
2840
$2.54M ﹤0.01%
61,226
-6,663
2841
$2.54M ﹤0.01%
129,816
+38,039
2842
$2.53M ﹤0.01%
327,135
+237,970
2843
$2.53M ﹤0.01%
14,675
+7,616
2844
$2.52M ﹤0.01%
640,656
-13,783
2845
$2.5M ﹤0.01%
225,667
+183,151
2846
$2.5M ﹤0.01%
235,777
+1,267
2847
$2.5M ﹤0.01%
196,728
-70,094
2848
$2.5M ﹤0.01%
287,926
+239,586
2849
$2.5M ﹤0.01%
22,851
-5,452
2850
$2.5M ﹤0.01%
333,073
+20,593
112 113
114
115 116