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
4501
$261K ﹤0.01%
12,294
+11,894
4502
$260K ﹤0.01%
8,027
+2,721
4503
$260K ﹤0.01%
21,789
-53,421
4504
$259K ﹤0.01%
10,102
-33
4505
$259K ﹤0.01%
2,735
+184
4506
$259K ﹤0.01%
16,582
+2,195
4507
$258K ﹤0.01%
5,972
+2,517
4508
$258K ﹤0.01%
9,263
-522
4509
$258K ﹤0.01%
10,964
+3,389
4510
$257K ﹤0.01%
5,940
+4,459
4511
$256K ﹤0.01%
14,056
+8,132
4512
$255K ﹤0.01%
10,928
+1,135
4513
$255K ﹤0.01%
147,157
+59,819
4514
$254K ﹤0.01%
7,217
+4,492
4515
$254K ﹤0.01%
69,558
+2,786
4516
$254K ﹤0.01%
43,233
+2,786
4517
$254K ﹤0.01%
6,221
+936
4518
$254K ﹤0.01%
4,731
-1,647
4519
$253K ﹤0.01%
17,524
+16,324
4520
$252K ﹤0.01%
15,063
+7,261
4521
$251K ﹤0.01%
6,659
-1,114
4522
$250K ﹤0.01%
16,595
-7,700
4523
$250K ﹤0.01%
84,951
+15,872
4524
$249K ﹤0.01%
62,168
+3,623
4525
$248K ﹤0.01%
21,795
-11,093
179 180
181
182 183