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
4426
$286K ﹤0.01%
60,732
-1,672,552
4427
$286K ﹤0.01%
14,233
+2,649
4428
$286K ﹤0.01%
18,823
+2,587
4429
$286K ﹤0.01%
17,623
-2,226
4430
$285K ﹤0.01%
5,900
-1,132
4431
$285K ﹤0.01%
40,411
+18,728
4432
$285K ﹤0.01%
8,359
+3,636
4433
$285K ﹤0.01%
53,335
-29,684
4434
$284K ﹤0.01%
41,822
+29,045
4435
$283K ﹤0.01%
8,003
-10,051
4436
$283K ﹤0.01%
34,897
+28,847
4437
$283K ﹤0.01%
10,328
-3,155
4438
$283K ﹤0.01%
86,012
+471
4439
$283K ﹤0.01%
4,338
+898
4440
$283K ﹤0.01%
9,266
+810
4441
$282K ﹤0.01%
10,262
+195
4442
$282K ﹤0.01%
+5,658
4443
$281K ﹤0.01%
+8,459
4444
$280K ﹤0.01%
8,248
+2,000
4445
$279K ﹤0.01%
+5,038
4446
$279K ﹤0.01%
18,744
+4,295
4447
$279K ﹤0.01%
112,373
+38,989
4448
$279K ﹤0.01%
21,560
-7,544
4449
$279K ﹤0.01%
106,919
-9,164
4450
$278K ﹤0.01%
+10,578
176 177
178
179 180