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
501
$111M 0.03%
776,840
+100,326
502
$111M 0.03%
615,557
+153,844
503
$110M 0.03%
189,241
+6,387
504
$109M 0.03%
1,136,466
+207,145
505
$108M 0.03%
455,702
+22,040
506
$107M 0.03%
4,579,687
-580,960
507
$107M 0.03%
476,705
+126,735
508
$107M 0.03%
1,672,159
+742,672
509
$107M 0.03%
1,251,637
+66,247
510
$107M 0.03%
1,586,400
+156,030
511
$106M 0.03%
1,084,358
-180,921
512
$106M 0.03%
2,803,010
+2,240,160
513
$106M 0.03%
2,386,062
+500,494
514
$106M 0.03%
823,595
+115,448
515
$105M 0.03%
696,359
-164,905
516
$105M 0.03%
53,808
+3,098
517
$104M 0.03%
334,064
-25,202
518
$104M 0.03%
604,446
-80,160
519
$104M 0.03%
2,980,684
+453,303
520
$103M 0.03%
2,265,701
+40,370
521
$102M 0.03%
2,469,741
+48,905
522
$102M 0.03%
534,067
-14,252
523
$102M 0.03%
1,868,577
+353,897
524
$102M 0.03%
1,258,124
+581,262
525
$101M 0.03%
2,815,605
+81,216
19 20
21
22 23