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
51
$1.19B 0.33%
2,487,813
+132,889
52
$1.18B 0.33%
4,788,720
+75,653
53
$1.17B 0.33%
2,252,257
+247,330
54
$1.16B 0.33%
3,606,738
-109,933
55
$1.16B 0.32%
4,765,186
-203,264
56
$1.14B 0.32%
10,122,540
-108,796
57
$1.12B 0.31%
6,269,901
-346,487
58
$1.09B 0.3%
8,980,299
-37,474
59
$1.09B 0.3%
10,431,378
+468,128
60
$1.08B 0.3%
6,369,709
-217,267
61
$1.07B 0.3%
1,817,140
+17,017
62
$1.06B 0.3%
10,805,311
+1,508,684
63
$1.06B 0.3%
5,114,384
+701,233
64
$1.05B 0.29%
6,136,390
-148,602
65
$1.05B 0.29%
2,113,010
-102,840
66
$1.01B 0.28%
2,862,267
-361,602
67
$998M 0.28%
1,050,868
+62,868
68
$975M 0.27%
1,668,047
-45,856
69
$962M 0.27%
8,440,096
+973,866
70
$958M 0.27%
24,146,867
-1,509,415
71
$956M 0.27%
4,028,914
+67,516
72
$915M 0.26%
4,101,709
+169,997
73
$913M 0.26%
4,129,369
+81,967
74
$912M 0.26%
12,854,500
+945,000
75
$905M 0.25%
10,816,236
-67,710
1 2
3
4 5