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
3551
$1.04M ﹤0.01%
74,242
+14,410
3552
$1.04M ﹤0.01%
81,556
-1,718
3553
$1.04M ﹤0.01%
86,965
+3,089
3554
$1.04M ﹤0.01%
1,917
-291
3555
$1.04M ﹤0.01%
128,046
-39,808
3556
$1.04M ﹤0.01%
73,015
-41,456
3557
$1.04M ﹤0.01%
75,608
+12,197
3558
$1.03M ﹤0.01%
76,694
+71,097
3559
$1.03M ﹤0.01%
334,917
-46,830
3560
$1.03M ﹤0.01%
162,345
+32,329
3561
$1.03M ﹤0.01%
65,390
+3,818
3562
$1.02M ﹤0.01%
26,438
+3,902
3563
$1.02M ﹤0.01%
52,456
+21,263
3564
$1.02M ﹤0.01%
7,859
-1,239
3565
$1.02M ﹤0.01%
32,519
+1,877
3566
$1.02M ﹤0.01%
33,791
-244
3567
$1.02M ﹤0.01%
26,717
-3,836
3568
$1.02M ﹤0.01%
422,938
+18,699
3569
$1.01M ﹤0.01%
34,382
-10,228
3570
$1.01M ﹤0.01%
60,464
+52,229
3571
$1.01M ﹤0.01%
50,676
+14,060
3572
$1.01M ﹤0.01%
31,529
-106
3573
$1.01M ﹤0.01%
79,138
+18,925
3574
$1.01M ﹤0.01%
14,134
+2,677
3575
$1.01M ﹤0.01%
86,231
+55,399
141 142
143
144 145