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
2726
$2.92M ﹤0.01%
256,261
+58,042
2727
$2.92M ﹤0.01%
33,927
+14,466
2728
$2.91M ﹤0.01%
115,030
+60,723
2729
$2.91M ﹤0.01%
95,073
+38,257
2730
$2.91M ﹤0.01%
115,186
-56,563
2731
$2.91M ﹤0.01%
80,908
-40,687
2732
$2.91M ﹤0.01%
41,622
+8,875
2733
$2.9M ﹤0.01%
64,602
+8,068
2734
$2.9M ﹤0.01%
266,311
+12,802
2735
$2.9M ﹤0.01%
68,563
+6,236
2736
$2.89M ﹤0.01%
110,072
+7,782
2737
$2.88M ﹤0.01%
70,732
-2,885
2738
$2.88M ﹤0.01%
126,054
-95,165
2739
$2.88M ﹤0.01%
147,457
+7,990
2740
$2.88M ﹤0.01%
19,357
+2,948
2741
$2.88M ﹤0.01%
119,120
-71,466
2742
$2.87M ﹤0.01%
190,755
+125,097
2743
$2.87M ﹤0.01%
68,331
+43,834
2744
$2.87M ﹤0.01%
383,188
+89,713
2745
$2.87M ﹤0.01%
211,045
+37,815
2746
$2.87M ﹤0.01%
283,764
-19,949
2747
$2.86M ﹤0.01%
63,479
+3,580
2748
$2.86M ﹤0.01%
115,359
+8,153
2749
$2.86M ﹤0.01%
109,782
-8,691
2750
$2.86M ﹤0.01%
137,409
-20,853
108 109
110
111 112