UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

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 Quarter Est. Return
1 Year Est. Return
+21.72%
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
+$772M
2
+$642M
3
+$626M
4
LLY icon
Eli Lilly
LLY
+$561M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$447M

Top Sells

1
+$1.2B
2
+$536M
3
+$274M
4
MTCH icon
Match Group
MTCH
+$261M
5
CRH icon
CRH
CRH
+$233M

Sector Composition

1 Technology 21.74%
2 Financials 10.72%
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
2551
$3.59M ﹤0.01%
98,565
+15,571
2552
$3.57M ﹤0.01%
65,120
+1,281
2553
$3.56M ﹤0.01%
150,194
+49,515
2554
$3.55M ﹤0.01%
235,379
+12,949
2555
$3.55M ﹤0.01%
74,066
+8,455
2556
$3.55M ﹤0.01%
65,340
-10,474
2557
$3.55M ﹤0.01%
21,865
+6,147
2558
$3.55M ﹤0.01%
78,799
+11,818
2559
$3.54M ﹤0.01%
30,038
+365
2560
$3.54M ﹤0.01%
498,698
+3,182
2561
$3.54M ﹤0.01%
136,804
-13,893
2562
$3.54M ﹤0.01%
15,034
+1,496
2563
$3.54M ﹤0.01%
384,725
+40,839
2564
$3.53M ﹤0.01%
418,710
-50,643
2565
$3.53M ﹤0.01%
532,996
+414,650
2566
$3.53M ﹤0.01%
144,562
+93,720
2567
$3.52M ﹤0.01%
16,337
+4,431
2568
$3.52M ﹤0.01%
79,684
-37,079
2569
$3.52M ﹤0.01%
172,533
-176,216
2570
$3.51M ﹤0.01%
72,650
+3,311
2571
$3.49M ﹤0.01%
76,396
-10,200
2572
$3.48M ﹤0.01%
116,950
-2,548
2573
$3.48M ﹤0.01%
36,223
+7,767
2574
$3.46M ﹤0.01%
157,715
+58,894
2575
$3.46M ﹤0.01%
847,554
-134,917
101 102
103
104 105