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
7451
$1.11K ﹤0.01%
89
-67
7452
$1.11K ﹤0.01%
4,617
+3,476
7453
$1.1K ﹤0.01%
96
+20
7454
$1.1K ﹤0.01%
101
+68
7455
$1.1K ﹤0.01%
+99
7456
$1.09K ﹤0.01%
34
-2
7457
$1.09K ﹤0.01%
+98
7458
$1.08K ﹤0.01%
482
-1,414
7459
$1.08K ﹤0.01%
34
-353
7460
$1.08K ﹤0.01%
50
-118
7461
$1.07K ﹤0.01%
634
-403
7462
$1.07K ﹤0.01%
835
-485
7463
$1.06K ﹤0.01%
+32
7464
$1.06K ﹤0.01%
60
-270
7465
$1.06K ﹤0.01%
29
-66
7466
$1.06K ﹤0.01%
+32
7467
$1.05K ﹤0.01%
42
+13
7468
$1.05K ﹤0.01%
+77
7469
$1.05K ﹤0.01%
410
-92
7470
$1.04K ﹤0.01%
+128
7471
$1.04K ﹤0.01%
83
+67
7472
$1.04K ﹤0.01%
+433
7473
$1.04K ﹤0.01%
100
7474
$1.04K ﹤0.01%
+34
7475
$1.04K ﹤0.01%
170
-1,026
297 298
299
300 301