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
3951
$602K ﹤0.01%
154,392
+140,356
3952
$602K ﹤0.01%
+149,408
3953
$602K ﹤0.01%
18,054
+2,838
3954
$597K ﹤0.01%
7,067
-1,485
3955
$597K ﹤0.01%
+10,549
3956
$595K ﹤0.01%
60,851
+41,477
3957
$594K ﹤0.01%
32,180
+4,404
3958
$593K ﹤0.01%
9,191
+2,436
3959
$592K ﹤0.01%
21,704
-23,856
3960
$590K ﹤0.01%
42,663
+32,610
3961
$589K ﹤0.01%
37,416
+15,014
3962
$589K ﹤0.01%
77,439
-32,013
3963
$587K ﹤0.01%
65,727
-56,555
3964
$586K ﹤0.01%
44,586
+25,582
3965
$586K ﹤0.01%
91,696
+76,702
3966
$584K ﹤0.01%
44,207
-1,334
3967
$584K ﹤0.01%
18,978
+14,007
3968
$584K ﹤0.01%
27,255
+10,277
3969
$584K ﹤0.01%
37,429
+9,338
3970
$582K ﹤0.01%
36,068
+8,837
3971
$582K ﹤0.01%
11,684
+7,885
3972
$581K ﹤0.01%
45,775
+33,888
3973
$581K ﹤0.01%
82,751
+13,586
3974
$581K ﹤0.01%
7,399
+2,600
3975
$580K ﹤0.01%
2,394
+656
157 158
159
160 161