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
676
$69.6M 0.02%
888,436
+20,282
677
$69.6M 0.02%
1,974,702
+485,331
678
$69.5M 0.02%
390,308
+1,213
679
$69.5M 0.02%
878,123
-100,747
680
$68.9M 0.02%
1,098,433
-305,298
681
$68.8M 0.02%
1,850,131
+215,309
682
$68.7M 0.02%
630,076
-11,594
683
$68.4M 0.02%
620,215
+275,566
684
$68.4M 0.02%
2,693,318
+281,956
685
$68.4M 0.02%
2,930,894
+515,691
686
$68.4M 0.02%
1,865,664
-916,325
687
$68.3M 0.02%
212,528
+193,398
688
$68M 0.02%
1,074,559
+304,025
689
$67.9M 0.02%
1,740,650
-310,571
690
$67.8M 0.02%
426,940
+120,534
691
$67.8M 0.02%
1,145,280
-400,880
692
$67.8M 0.02%
533,357
-162,152
693
$67.7M 0.02%
1,726,607
-201,765
694
$67.6M 0.02%
674,257
-148,839
695
$67.5M 0.02%
771,413
+97,671
696
$67.5M 0.02%
535,608
-26,501
697
$67.4M 0.02%
2,816,266
-308,707
698
$67.3M 0.02%
2,152,310
-1,258,312
699
$67.1M 0.02%
132,432
+7,436
700
$67.1M 0.02%
2,266,510
+66,056
26 27
28
29 30