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
2851
$2.5M ﹤0.01%
34,444
+9,013
2852
$2.5M ﹤0.01%
19,004
-3,355
2853
$2.5M ﹤0.01%
40,395
-10,561
2854
$2.5M ﹤0.01%
77,143
-4,538
2855
$2.49M ﹤0.01%
66,926
+15,497
2856
$2.49M ﹤0.01%
195,402
+18,325
2857
$2.49M ﹤0.01%
89,297
+57,060
2858
$2.49M ﹤0.01%
60,309
+17,284
2859
$2.49M ﹤0.01%
51,097
+19,231
2860
$2.49M ﹤0.01%
176,369
+11,488
2861
$2.49M ﹤0.01%
31,400
-62,045
2862
$2.49M ﹤0.01%
40,305
-481
2863
$2.48M ﹤0.01%
408,788
+92,289
2864
$2.47M ﹤0.01%
48,354
+6,389
2865
$2.46M ﹤0.01%
54,194
+3,326
2866
$2.46M ﹤0.01%
160,375
-111,716
2867
$2.46M ﹤0.01%
91,425
-67,267
2868
$2.46M ﹤0.01%
35,136
-12,539
2869
$2.46M ﹤0.01%
176,302
+14,274
2870
$2.46M ﹤0.01%
437,736
+9,300
2871
$2.46M ﹤0.01%
102,171
+48,402
2872
$2.45M ﹤0.01%
344,737
-13,619
2873
$2.45M ﹤0.01%
57,084
+3,168
2874
$2.44M ﹤0.01%
38,264
+3,706
2875
$2.43M ﹤0.01%
221,756
-339,233
113 114
115
116 117