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
126
$557M 0.16%
5,290,140
+515,923
127
$554M 0.16%
13,261,152
-143,985
128
$546M 0.15%
3,545,974
-348,438
129
$542M 0.15%
1,297,945
+21,713
130
$540M 0.15%
6,131,205
+958,018
131
$531M 0.15%
30,657,546
+2,924,577
132
$530M 0.15%
33,002,418
-1,715,709
133
$525M 0.15%
4,274,704
-485,820
134
$524M 0.15%
1,953,311
-86,117
135
$523M 0.15%
16,442,868
+11,073,771
136
$515M 0.14%
9,113,615
+486,479
137
$508M 0.14%
1,705,079
-13,585
138
$508M 0.14%
6,613,800
+174,105
139
$498M 0.14%
4,554,113
-176,935
140
$491M 0.14%
1,287,420
+156,849
141
$488M 0.14%
3,602,121
-992,244
142
$485M 0.14%
1,627,927
-29,954
143
$483M 0.14%
10,570,573
-456,152
144
$479M 0.13%
3,641,547
-43,257
145
$478M 0.13%
3,939,412
-33,505
146
$473M 0.13%
11,283,526
+357,795
147
$469M 0.13%
111,306
+6,017
148
$469M 0.13%
10,222,507
-326,885
149
$464M 0.13%
2,310,269
+113,572
150
$460M 0.13%
593,786
+104,235
4 5
6
7 8