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
2701
$2.99M ﹤0.01%
13,151
+1,741
2702
$2.99M ﹤0.01%
67,820
+2,071
2703
$2.99M ﹤0.01%
182,551
+3,542
2704
$2.99M ﹤0.01%
143,868
+33,355
2705
$2.97M ﹤0.01%
53,382
-1,175
2706
$2.96M ﹤0.01%
119,375
+5,358
2707
$2.96M ﹤0.01%
21,999
+2,050
2708
$2.96M ﹤0.01%
41,996
+36,480
2709
$2.96M ﹤0.01%
128,243
-1,012
2710
$2.95M ﹤0.01%
58,681
-14,551
2711
$2.95M ﹤0.01%
185,856
+175,888
2712
$2.95M ﹤0.01%
23,719
-3,491
2713
$2.94M ﹤0.01%
72,808
-52,064
2714
$2.94M ﹤0.01%
25,027
+4,072
2715
$2.94M ﹤0.01%
238,373
+47,708
2716
$2.94M ﹤0.01%
94,996
+60,559
2717
$2.93M ﹤0.01%
75,312
-9,706
2718
$2.93M ﹤0.01%
64,307
+24,445
2719
$2.93M ﹤0.01%
102,575
-366,604
2720
$2.93M ﹤0.01%
238,769
+190,214
2721
$2.92M ﹤0.01%
96,096
+61,566
2722
$2.92M ﹤0.01%
130,535
-242,939
2723
$2.92M ﹤0.01%
173,806
+4,633
2724
$2.92M ﹤0.01%
121,561
+13,393
2725
$2.92M ﹤0.01%
531,718
+73,611
107 108
109
110 111