UBS Group

UBS Group Portfolio holdings

AUM $505B
1-Year Est. Return 27.72%
 

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
+27.72%
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
8701
– –
-615
8702
– –
-1,033
8703
– –
-7,747
8704
– –
-14,728
8705
– –
-3,252
8706
– –
-449
8707
– –
-128
8708
– –
-1,553
8709
– –
-73
8710
– –
-14,686
8711
– –
-51
8712
– –
-56
8713
– –
-2
8714
– –
-70
8715
– –
-1,944
8716
– –
-26
8717
– –
-691
8718
– –
-47
8719
– –
-101
8720
– –
-361
8721
– –
-1,757
8722
– –
-476
8723
– –
-1,251
8724
– –
-62
8725
– –
-860
347 348
349
350 351