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
4601
$223K ﹤0.01%
3,194
+894
4602
$222K ﹤0.01%
6,922
-17,024
4603
$222K ﹤0.01%
25,159
+5,771
4604
$222K ﹤0.01%
10,176
+4,610
4605
$221K ﹤0.01%
4,481
-692
4606
$221K ﹤0.01%
4,250
+1,700
4607
$221K ﹤0.01%
9,647
+2,960
4608
$221K ﹤0.01%
42,038
+23,300
4609
$221K ﹤0.01%
12,793
+2,041
4610
$221K ﹤0.01%
37,186
-2,546
4611
$220K ﹤0.01%
139,992
-21,121
4612
$219K ﹤0.01%
87,009
+11,339
4613
$219K ﹤0.01%
7,591
+2,091
4614
$219K ﹤0.01%
19,783
+6,425
4615
$219K ﹤0.01%
12,884
+6,908
4616
$219K ﹤0.01%
7,603
+7,484
4617
$218K ﹤0.01%
3,946
+3,903
4618
$218K ﹤0.01%
32,299
+9,992
4619
$218K ﹤0.01%
17,777
+1,277
4620
$218K ﹤0.01%
+1,679
4621
$218K ﹤0.01%
9,547
-95,266
4622
$218K ﹤0.01%
5,420
4623
$217K ﹤0.01%
13,124
+6,211
4624
$217K ﹤0.01%
8,005
-3,094
4625
$217K ﹤0.01%
14,398
+2,135
183 184
185
186 187