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
401
$149M 0.04%
3,685,808
+745,294
402
$149M 0.04%
1,512,556
-366,111
403
$147M 0.04%
1,167,475
-19,812
404
$147M 0.04%
1,106,971
+92,873
405
$147M 0.04%
141,036
+17,290
406
$146M 0.04%
1,825,565
+76,461
407
$146M 0.04%
2,393,727
+154,746
408
$146M 0.04%
1,604,408
+12,585
409
$145M 0.04%
1,200,267
-85,113
410
$145M 0.04%
2,222,490
+590,137
411
$145M 0.04%
1,231,153
+94,075
412
$145M 0.04%
1,542,559
+100,050
413
$145M 0.04%
3,696,792
+526,261
414
$144M 0.04%
5,258,295
+98,346
415
$144M 0.04%
1,300,009
+461,626
416
$143M 0.04%
1,602,749
-137,741
417
$143M 0.04%
1,429,999
-72,451
418
$143M 0.04%
3,822,958
+64,494
419
$142M 0.04%
516,024
+2,415
420
$142M 0.04%
1,627,396
+237,816
421
$141M 0.04%
2,464,111
+801,881
422
$141M 0.04%
519,027
+15,127
423
$141M 0.04%
915,605
+184,792
424
$141M 0.04%
430,122
-21,656
425
$140M 0.04%
1,459,583
+36,179
15 16
17
18 19