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
4826
$164K ﹤0.01%
8,037
+2,523
4827
$163K ﹤0.01%
4,287
+3,680
4828
$163K ﹤0.01%
2,206
+599
4829
$163K ﹤0.01%
35,410
+31,544
4830
$163K ﹤0.01%
10,080
-8,934
4831
$163K ﹤0.01%
3,642
+996
4832
$162K ﹤0.01%
40,478
+38,148
4833
$162K ﹤0.01%
75,170
-7,910
4834
$162K ﹤0.01%
+3,329
4835
$161K ﹤0.01%
25,251
+13,050
4836
$161K ﹤0.01%
11,476
-10,865
4837
$161K ﹤0.01%
13,233
+5,471
4838
$161K ﹤0.01%
27,538
+4,258
4839
$161K ﹤0.01%
2,627
-5
4840
$160K ﹤0.01%
3,788
-32,030
4841
$160K ﹤0.01%
13,995
+13,395
4842
$160K ﹤0.01%
3,114
-3,249
4843
$159K ﹤0.01%
16,827
+15,580
4844
$159K ﹤0.01%
49,903
+11,770
4845
$158K ﹤0.01%
4,958
+2,782
4846
$158K ﹤0.01%
10,808
+6,344
4847
$158K ﹤0.01%
8,185
+4,447
4848
$157K ﹤0.01%
4,590
+893
4849
$157K ﹤0.01%
56,964
-2,025
4850
$156K ﹤0.01%
4,892
+1,308
192 193
194
195 196