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
2876
$2.43M ﹤0.01%
62,581
+46,553
2877
$2.43M ﹤0.01%
190,442
+94,350
2878
$2.42M ﹤0.01%
178,976
+117,854
2879
$2.42M ﹤0.01%
40,965
-6,156
2880
$2.42M ﹤0.01%
154,970
-255,748
2881
$2.41M ﹤0.01%
142,270
+15,370
2882
$2.41M ﹤0.01%
283,685
+111,622
2883
$2.41M ﹤0.01%
181,803
+69,584
2884
$2.41M ﹤0.01%
323,841
+117,525
2885
$2.4M ﹤0.01%
95,820
+1,407
2886
$2.4M ﹤0.01%
10,065
+3,974
2887
$2.4M ﹤0.01%
95,391
-19,059
2888
$2.4M ﹤0.01%
336,320
+8,974
2889
$2.4M ﹤0.01%
+46,800
2890
$2.39M ﹤0.01%
22,859
-556
2891
$2.39M ﹤0.01%
266,255
-8,392
2892
$2.38M ﹤0.01%
94,224
-811
2893
$2.37M ﹤0.01%
174,820
-18,592
2894
$2.37M ﹤0.01%
35,393
+3,466
2895
$2.37M ﹤0.01%
183,627
-4,138
2896
$2.36M ﹤0.01%
91,776
-262,362
2897
$2.35M ﹤0.01%
67,772
-18,558
2898
$2.35M ﹤0.01%
88,602
-21,420
2899
$2.34M ﹤0.01%
29,029
+1,886
2900
$2.34M ﹤0.01%
84,385
+33,153
114 115
116
117 118