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
7426
$1.2K ﹤0.01%
876
-21,161
7427
$1.2K ﹤0.01%
33
-1,400
7428
$1.2K ﹤0.01%
617
+616
7429
$1.19K ﹤0.01%
+44
7430
$1.19K ﹤0.01%
139
-25
7431
$1.19K ﹤0.01%
+51
7432
$1.18K ﹤0.01%
35
-1,644
7433
$1.17K ﹤0.01%
+42
7434
$1.17K ﹤0.01%
117
-719
7435
$1.17K ﹤0.01%
+19
7436
$1.17K ﹤0.01%
242
+108
7437
$1.15K ﹤0.01%
1,000
-7,036
7438
$1.15K ﹤0.01%
15
-21
7439
$1.15K ﹤0.01%
114
-1
7440
$1.15K ﹤0.01%
861
+473
7441
$1.14K ﹤0.01%
45
-1,771
7442
$1.14K ﹤0.01%
100
-248
7443
$1.14K ﹤0.01%
+64
7444
$1.13K ﹤0.01%
151
+75
7445
$1.13K ﹤0.01%
27
+26
7446
$1.13K ﹤0.01%
20,237
7447
$1.13K ﹤0.01%
46
-30
7448
$1.13K ﹤0.01%
34
+30
7449
$1.11K ﹤0.01%
+35
7450
$1.11K ﹤0.01%
341
-3,934
296 297
298
299 300