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
2801
$2.68M ﹤0.01%
14,484
+5,228
2802
$2.67M ﹤0.01%
353,034
-83,124
2803
$2.66M ﹤0.01%
122,792
-1,899
2804
$2.66M ﹤0.01%
141,959
+70,371
2805
$2.66M ﹤0.01%
76,478
+11,119
2806
$2.66M ﹤0.01%
142,767
+12,936
2807
$2.66M ﹤0.01%
57,920
-1,828
2808
$2.65M ﹤0.01%
52,759
+13,036
2809
$2.64M ﹤0.01%
124,687
-165,615
2810
$2.64M ﹤0.01%
293,075
+68,692
2811
$2.64M ﹤0.01%
131,074
+69,547
2812
$2.64M ﹤0.01%
160,830
+81,579
2813
$2.63M ﹤0.01%
26,553
-8,899
2814
$2.63M ﹤0.01%
32,154
+7,581
2815
$2.63M ﹤0.01%
45,301
-9,320
2816
$2.63M ﹤0.01%
8,775
-2,867
2817
$2.63M ﹤0.01%
59,254
-2,988
2818
$2.62M ﹤0.01%
119,819
-48,048
2819
$2.62M ﹤0.01%
47,916
+28,281
2820
$2.62M ﹤0.01%
88,873
+25,860
2821
$2.61M ﹤0.01%
27,760
+6,559
2822
$2.61M ﹤0.01%
1,197,386
+1,175,766
2823
$2.61M ﹤0.01%
66,818
+56,809
2824
$2.61M ﹤0.01%
66,874
+12,030
2825
$2.6M ﹤0.01%
44,320
+4,593
111 112
113
114 115