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
7176
$2.47K ﹤0.01%
24,729
-90,560
7177
$2.47K ﹤0.01%
95
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7178
$2.46K ﹤0.01%
150
-21
7179
$2.45K ﹤0.01%
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7180
$2.45K ﹤0.01%
219
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7181
$2.44K ﹤0.01%
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$2.43K ﹤0.01%
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7183
$2.43K ﹤0.01%
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7184
$2.42K ﹤0.01%
888
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$2.42K ﹤0.01%
268
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7186
$2.41K ﹤0.01%
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7187
$2.41K ﹤0.01%
9
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7188
$2.41K ﹤0.01%
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$2.4K ﹤0.01%
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$2.4K ﹤0.01%
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$2.39K ﹤0.01%
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$2.38K ﹤0.01%
74
7193
$2.38K ﹤0.01%
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7194
$2.38K ﹤0.01%
688
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7195
$2.38K ﹤0.01%
219
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7196
$2.37K ﹤0.01%
70
-25
7197
$2.37K ﹤0.01%
71
-2,637
7198
$2.37K ﹤0.01%
89
+75
7199
$2.37K ﹤0.01%
2,236
+931
7200
$2.37K ﹤0.01%
50
-691
286 287
288
289 290