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
551
$94.7M 0.03%
1,412,314
+215,023
552
$94.5M 0.03%
2,856,102
+449,953
553
$94.5M 0.03%
695,697
-41,098
554
$94.4M 0.03%
860,947
-93,239
555
$94.3M 0.03%
936,465
-276,223
556
$93.9M 0.03%
1,442,747
+408,235
557
$92.9M 0.03%
1,928,224
+52,948
558
$92.7M 0.03%
3,189,842
+328,567
559
$91.8M 0.03%
3,705,271
-586,914
560
$91.8M 0.03%
1,574,569
-211,711
561
$91.7M 0.03%
9,398,454
+1,720,232
562
$91.6M 0.03%
1,533,646
-20,288
563
$91.6M 0.03%
503,875
+195,424
564
$91.5M 0.03%
3,553,036
+88,394
565
$91.5M 0.03%
561,583
-108,831
566
$91.4M 0.03%
404,090
+85,421
567
$90.7M 0.03%
877,831
+79,766
568
$90.6M 0.03%
3,379,208
-112,892
569
$90.6M 0.03%
653,011
+166,032
570
$90.4M 0.03%
1,451,539
+62,012
571
$90.3M 0.03%
1,275,137
+36,400
572
$90M 0.03%
1,985,751
+407,386
573
$89.9M 0.03%
1,362,413
-40,971
574
$89.8M 0.03%
1,181,522
+16,338
575
$89.2M 0.03%
207,402
+56,783
21 22
23
24 25