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
1
$13.9B 3.9%
32,362,500
+445,890
2
$13.8B 3.86%
59,163,295
+2,754,986
3
$11.8B 3.3%
96,989,864
+5,157,833
4
$6.82B 1.91%
36,615,609
+1,550,968
5
$5.47B 1.53%
9,554,524
+1,348,927
6
$4.94B 1.38%
29,759,717
+2,506,787
7
$4.89B 1.37%
8,525,137
+778,643
8
$4.81B 1.35%
155,464,979
-1,127,515
9
$4.47B 1.25%
25,940,826
-1,170,674
10
$4.03B 1.13%
19,108,878
+277,249
11
$3.71B 1.04%
22,208,664
+1,249,706
12
$3.58B 1%
6,123,088
-4,659
13
$3.35B 0.94%
12,189,882
+511,403
14
$3.19B 0.89%
3,595,919
+633,098
15
$2.59B 0.73%
5,623,279
+135,322
16
$2.55B 0.71%
5,227,891
+104,909
17
$2.44B 0.68%
6,009,450
-22,834
18
$2.36B 0.66%
6,273,706
+44,498
19
$2.29B 0.64%
2,588,645
+26,172
20
$2.27B 0.64%
11,494,106
-383,411
21
$2.27B 0.64%
12,996,101
+518,830
22
$2.22B 0.62%
12,844,327
+478,581
23
$2.22B 0.62%
5,791,023
+168,193
24
$1.99B 0.56%
17,010,035
-158,273
25
$1.91B 0.53%
3,303,997
+461,375
1
2 3 4 5