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
726
$63.6M 0.02%
138,251
+59,311
727
$63.4M 0.02%
5,432,224
-772,915
728
$63.4M 0.02%
272,655
+151,584
729
$62.6M 0.02%
873,031
-89,395
730
$62.5M 0.02%
1,717,685
-4,396
731
$62.5M 0.02%
1,910,600
+38,805
732
$62.3M 0.02%
1,765,660
+403,215
733
$62.2M 0.02%
344,453
+65,224
734
$62.2M 0.02%
2,265,635
+396,435
735
$61.6M 0.02%
6,352,701
+3,812,822
736
$61.6M 0.02%
1,008,770
+250,738
737
$61.6M 0.02%
300,491
+15,175
738
$61.5M 0.02%
871,197
-169,118
739
$61.5M 0.02%
1,219,793
+26,867
740
$61.4M 0.02%
1,292,200
+314,789
741
$61.4M 0.02%
776,777
+202,083
742
$61.3M 0.02%
7,282,205
+998,147
743
$61.3M 0.02%
368,726
-15,390
744
$61.1M 0.02%
873,557
+583,710
745
$61M 0.02%
1,941,722
+575,238
746
$60.6M 0.02%
861,971
+476,429
747
$60.6M 0.02%
1,274,635
+33,111
748
$60.5M 0.02%
318,412
+67,221
749
$60.4M 0.02%
4,887,140
-222,069
750
$60.2M 0.02%
587,999
+39,100
28 29
30
31 32