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
1526
$12.7M ﹤0.01%
939,380
+734,192
1527
$12.6M ﹤0.01%
5,181,499
-803,967
1528
$12.6M ﹤0.01%
1,082,870
-38,712
1529
$12.6M ﹤0.01%
431,366
-108,910
1530
$12.6M ﹤0.01%
324,506
+154,827
1531
$12.5M ﹤0.01%
554,399
+52,228
1532
$12.5M ﹤0.01%
356,256
-25,528
1533
$12.5M ﹤0.01%
565,131
+303,316
1534
$12.5M ﹤0.01%
130,563
-202,138
1535
$12.4M ﹤0.01%
769,476
+282,063
1536
$12.4M ﹤0.01%
339,093
-166,584
1537
$12.4M ﹤0.01%
1,236,788
-210,531
1538
$12.4M ﹤0.01%
593,033
-183,368
1539
$12.4M ﹤0.01%
313,521
-193,860
1540
$12.3M ﹤0.01%
144,036
-779,365
1541
$12.3M ﹤0.01%
68,988
+4,713
1542
$12.3M ﹤0.01%
478,144
-1,604,297
1543
$12.3M ﹤0.01%
114,019
-117,756
1544
$12.3M ﹤0.01%
218,502
-18,901
1545
$12.3M ﹤0.01%
306,932
+22,228
1546
$12.3M ﹤0.01%
390,656
-113,594
1547
$12.2M ﹤0.01%
259,533
+68,108
1548
$12.2M ﹤0.01%
108,931
+52,995
1549
$12.2M ﹤0.01%
495,292
+27,407
1550
$12.1M ﹤0.01%
482,151
+17,240
60 61
62
63 64