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
801
$52.9M 0.01%
1,778,781
+1,081,314
802
$52.8M 0.01%
1,422,179
+236,622
803
$52.6M 0.01%
457,976
+102,929
804
$52.6M 0.01%
4,955,952
+1,176,119
805
$52.6M 0.01%
536,603
+21,221
806
$52.5M 0.01%
482,323
-9,903
807
$52.4M 0.01%
553,098
+242,942
808
$52.3M 0.01%
917,230
-22,848
809
$52.2M 0.01%
2,820,074
-64,594
810
$51.9M 0.01%
2,241,727
+86,658
811
$51.9M 0.01%
140,855
+35,622
812
$51.7M 0.01%
696,348
+245,806
813
$51.4M 0.01%
1,246,764
+110,803
814
$51.3M 0.01%
1,147,436
+78,088
815
$51.2M 0.01%
290,181
+17,555
816
$51.1M 0.01%
1,207,342
+2,522
817
$51.1M 0.01%
1,546,710
+219
818
$51M 0.01%
262,887
+56,844
819
$50.9M 0.01%
1,900,473
+120,486
820
$50.9M 0.01%
481,662
-9,735
821
$50.9M 0.01%
343,722
-50,451
822
$50.7M 0.01%
895,336
+110,188
823
$50.4M 0.01%
486,044
-86,561
824
$50.3M 0.01%
844,954
+180,974
825
$50.2M 0.01%
3,019,542
+171,590
31 32
33
34 35