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
4926
$139K ﹤0.01%
9,294
+471
4927
$139K ﹤0.01%
11,533
-2,515
4928
$138K ﹤0.01%
19,934
+7,002
4929
$138K ﹤0.01%
5,863
-8,553
4930
$138K ﹤0.01%
+13,746
4931
$138K ﹤0.01%
9,732
-1,610
4932
$137K ﹤0.01%
3,533
-1,260
4933
$137K ﹤0.01%
120,158
+33,118
4934
$137K ﹤0.01%
8,686
+3,099
4935
$137K ﹤0.01%
32,017
-11,815
4936
$137K ﹤0.01%
2,043
+72
4937
$137K ﹤0.01%
4,819
+494
4938
$137K ﹤0.01%
30,563
-4,311
4939
$136K ﹤0.01%
16,740
+4,925
4940
$136K ﹤0.01%
16,044
4941
$136K ﹤0.01%
22,842
-2,247
4942
$136K ﹤0.01%
4,963
+2,075
4943
$136K ﹤0.01%
36,307
+14,709
4944
$136K ﹤0.01%
1,106
+1,086
4945
$136K ﹤0.01%
20,864
-924
4946
$136K ﹤0.01%
35,021
+12,482
4947
$135K ﹤0.01%
2,511
+2,489
4948
$135K ﹤0.01%
2,708
+1,394
4949
$135K ﹤0.01%
2,321
-129
4950
$135K ﹤0.01%
5,562
+5,164
196 197
198
199 200