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
3201
$1.61M ﹤0.01%
48,181
-2,470
3202
$1.61M ﹤0.01%
62,747
+2,484
3203
$1.61M ﹤0.01%
27,430
+3,081
3204
$1.61M ﹤0.01%
97,339
-96,433
3205
$1.61M ﹤0.01%
16,924
+1,840
3206
$1.6M ﹤0.01%
26,410
+220
3207
$1.6M ﹤0.01%
114,637
+44,554
3208
$1.6M ﹤0.01%
124,050
-9,626
3209
$1.59M ﹤0.01%
109,882
+44,960
3210
$1.59M ﹤0.01%
16,802
+6,340
3211
$1.59M ﹤0.01%
20,542
+3,696
3212
$1.59M ﹤0.01%
208,456
-379,333
3213
$1.58M ﹤0.01%
191,804
+68,225
3214
$1.58M ﹤0.01%
51,930
+966
3215
$1.57M ﹤0.01%
18,550
-824
3216
$1.57M ﹤0.01%
186,439
+13,408
3217
$1.57M ﹤0.01%
22,421
+9,469
3218
$1.57M ﹤0.01%
127,684
+44,424
3219
$1.56M ﹤0.01%
13,919
+119
3220
$1.56M ﹤0.01%
57,921
+16,952
3221
$1.56M ﹤0.01%
23,694
+6,018
3222
$1.56M ﹤0.01%
22,130
-184,406
3223
$1.55M ﹤0.01%
40,249
+3,877
3224
$1.55M ﹤0.01%
45,392
-130,527
3225
$1.54M ﹤0.01%
54,134
+5,411
127 128
129
130 131