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
2751
$2.86M ﹤0.01%
57,687
+781
2752
$2.85M ﹤0.01%
166,250
+22,892
2753
$2.85M ﹤0.01%
209,361
-123,249
2754
$2.85M ﹤0.01%
86,297
+4,445
2755
$2.85M ﹤0.01%
110,144
+58,017
2756
$2.84M ﹤0.01%
112,034
+43,300
2757
$2.84M ﹤0.01%
92,205
+74,454
2758
$2.83M ﹤0.01%
+93,346
2759
$2.83M ﹤0.01%
119,567
+49,681
2760
$2.82M ﹤0.01%
22,118
+13,818
2761
$2.82M ﹤0.01%
146,438
+21,286
2762
$2.82M ﹤0.01%
87,645
+82,598
2763
$2.81M ﹤0.01%
215,392
+97,371
2764
$2.81M ﹤0.01%
209,841
-3,359
2765
$2.8M ﹤0.01%
257,162
+6,256
2766
$2.8M ﹤0.01%
119,448
-7,302
2767
$2.8M ﹤0.01%
+604,639
2768
$2.8M ﹤0.01%
260,123
+6,223
2769
$2.8M ﹤0.01%
14,085
+3,135
2770
$2.79M ﹤0.01%
258,448
+10,239
2771
$2.79M ﹤0.01%
128,140
-25,823
2772
$2.79M ﹤0.01%
36,196
+3,501
2773
$2.78M ﹤0.01%
296,362
+11,784
2774
$2.78M ﹤0.01%
63,616
-536
2775
$2.77M ﹤0.01%
130,368
+1,593
109 110
111
112 113