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
3576
$1.01M ﹤0.01%
163,377
-17,328
3577
$1.01M ﹤0.01%
34,728
-3,538
3578
$1.01M ﹤0.01%
68,616
+40,966
3579
$1.01M ﹤0.01%
73,395
-31,063
3580
$1M ﹤0.01%
173,392
-3,626
3581
$1M ﹤0.01%
22,075
+550
3582
$1M ﹤0.01%
184,013
+60,210
3583
$998K ﹤0.01%
89,388
+741
3584
$998K ﹤0.01%
91,017
+67,790
3585
$997K ﹤0.01%
84,523
-1,928
3586
$997K ﹤0.01%
23,105
-265
3587
$995K ﹤0.01%
108,392
-6,150
3588
$994K ﹤0.01%
8,605
+6,378
3589
$993K ﹤0.01%
17,800
-1,174
3590
$992K ﹤0.01%
79,908
+566
3591
$988K ﹤0.01%
44,325
-64,985
3592
$986K ﹤0.01%
25,553
-7,384
3593
$985K ﹤0.01%
21,359
-9,140
3594
$985K ﹤0.01%
13,304
+2,941
3595
$982K ﹤0.01%
53,056
-10,261
3596
$982K ﹤0.01%
98,575
-452
3597
$981K ﹤0.01%
43,583
+16,000
3598
$980K ﹤0.01%
29,617
+4,750
3599
$979K ﹤0.01%
15,411
+14,886
3600
$974K ﹤0.01%
117,251
-28,111
142 143
144
145 146