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
1026
$32.4M 0.01%
4,010,312
+473,948
1027
$32.3M 0.01%
163,916
+17,474
1028
$32.1M 0.01%
1,800,644
+178,070
1029
$32M 0.01%
1,237,150
+167,573
1030
$32M 0.01%
438,489
-79,625
1031
$31.9M 0.01%
1,328,892
-615,271
1032
$31.9M 0.01%
139,175
+46,926
1033
$31.9M 0.01%
164,326
+36,134
1034
$31.8M 0.01%
184,783
+31,051
1035
$31.8M 0.01%
109,140
+15,904
1036
$31.8M 0.01%
431,370
+34,582
1037
$31.7M 0.01%
828,458
+284,270
1038
$31.7M 0.01%
343,186
-8,728
1039
$31.7M 0.01%
1,756,298
-330,143
1040
$31.7M 0.01%
455,206
+161,621
1041
$31.6M 0.01%
673,588
+249,372
1042
$31.6M 0.01%
447,872
-3,545
1043
$31.5M 0.01%
1,149,320
+199,449
1044
$31.4M 0.01%
473,083
-44,805
1045
$31.3M 0.01%
122,076
+15,258
1046
$31.2M 0.01%
412,384
-68,980
1047
$31.2M 0.01%
361,131
+147,177
1048
$31.1M 0.01%
346,255
+60,463
1049
$31.1M 0.01%
1,356,023
+155,504
1050
$30.9M 0.01%
314,533
+22,822
40 41
42
43 44