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
701
$66.9M 0.02%
421,324
+21,818
702
$66.9M 0.02%
1,620,888
+89,074
703
$66.9M 0.02%
42,623
+10,338
704
$66.8M 0.02%
885,295
+68,936
705
$66.3M 0.02%
2,238,272
-6,531,133
706
$66.3M 0.02%
165,920
-10,178
707
$66.2M 0.02%
300,064
+60,420
708
$66M 0.02%
8,006,037
+497,988
709
$65.9M 0.02%
1,253,507
+47,375
710
$65.8M 0.02%
698,297
+210,910
711
$65.7M 0.02%
2,234,145
-197,562
712
$65.7M 0.02%
1,586,368
+32,674
713
$65.6M 0.02%
222,492
-6,096
714
$65.6M 0.02%
424,666
+27,912
715
$65.3M 0.02%
689,477
-183,000
716
$65.1M 0.02%
1,879,634
+830,751
717
$64.9M 0.02%
1,721,563
+135,108
718
$64.6M 0.02%
611,854
+41,631
719
$64.6M 0.02%
150,810
+37,538
720
$64.5M 0.02%
801,055
+144,521
721
$64.3M 0.02%
861,214
+102,437
722
$63.9M 0.02%
570,950
-44,021
723
$63.8M 0.02%
617,024
+131,188
724
$63.7M 0.02%
3,800,081
+511,776
725
$63.6M 0.02%
1,391,618
+27,829
27 28
29
30 31