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
1326
$18.7M 0.01%
174,326
-14,046
1327
$18.6M 0.01%
448,303
-57,518
1328
$18.6M 0.01%
301,900
+41,424
1329
$18.6M 0.01%
1,119,868
-83,663
1330
$18.5M 0.01%
104,576
+45,495
1331
$18.4M 0.01%
406,741
-590,701
1332
$18.4M 0.01%
949,712
-17,624
1333
$18.4M 0.01%
468,598
-25,889
1334
$18.3M 0.01%
638,080
-61,026
1335
$18.2M 0.01%
163,738
+30,949
1336
$18.2M 0.01%
1,089,794
+362,899
1337
$18.2M 0.01%
434,306
+106,778
1338
$18.1M 0.01%
99,157
+42,884
1339
$18M 0.01%
1,161,969
-87,956
1340
$18M 0.01%
686,500
-32,442
1341
$18M 0.01%
618,117
+142,760
1342
$18M 0.01%
181,050
+4,052
1343
$18M 0.01%
213,485
-82,754
1344
$17.9M 0.01%
829,611
+18,092
1345
$17.9M 0.01%
1,793,237
+840,072
1346
$17.9M 0.01%
239,840
+25,149
1347
$17.9M 0.01%
1,012,180
-1,153,588
1348
$17.9M 0.01%
316,145
+1,509
1349
$17.9M 0.01%
424,846
+49,593
1350
$17.8M 0.01%
365,406
+7,938
52 53
54
55 56