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
4176
$435K ﹤0.01%
6,981
+1,308
4177
$435K ﹤0.01%
15,708
+424
4178
$434K ﹤0.01%
4,282
+3,921
4179
$434K ﹤0.01%
6,958
-1,124
4180
$434K ﹤0.01%
51,259
+15,212
4181
$433K ﹤0.01%
89,190
-139,230
4182
$433K ﹤0.01%
130,470
-40,619
4183
$432K ﹤0.01%
4,041
-371
4184
$431K ﹤0.01%
16,805
+4,555
4185
$430K ﹤0.01%
32,269
+31,839
4186
$430K ﹤0.01%
167,918
-71,878
4187
$428K ﹤0.01%
236,571
-58,360
4188
$425K ﹤0.01%
11,966
+11,388
4189
$424K ﹤0.01%
6,713
+2,505
4190
$424K ﹤0.01%
11,102
+3,262
4191
$423K ﹤0.01%
12,656
+5,754
4192
$422K ﹤0.01%
93,366
+20,463
4193
$422K ﹤0.01%
12,390
+2,225
4194
$422K ﹤0.01%
32,821
+1,248
4195
$422K ﹤0.01%
242,336
+11,898
4196
$421K ﹤0.01%
18,456
-2,889
4197
$421K ﹤0.01%
59,968
+21,306
4198
$420K ﹤0.01%
14,676
+8,069
4199
$420K ﹤0.01%
12,372
+4,524
4200
$418K ﹤0.01%
+8,380
166 167
168
169 170