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
2901
$2.33M ﹤0.01%
92,487
+6,309
2902
$2.33M ﹤0.01%
249,183
+157,719
2903
$2.33M ﹤0.01%
79,090
+10,800
2904
$2.32M ﹤0.01%
92,997
+56,023
2905
$2.32M ﹤0.01%
36,335
-5,881
2906
$2.32M ﹤0.01%
137,524
+32,670
2907
$2.32M ﹤0.01%
141,945
+7
2908
$2.32M ﹤0.01%
31,544
-13,284
2909
$2.32M ﹤0.01%
145,095
+13,312
2910
$2.32M ﹤0.01%
60,455
+25,730
2911
$2.31M ﹤0.01%
49,812
+4,643
2912
$2.31M ﹤0.01%
171,343
+59,693
2913
$2.31M ﹤0.01%
102,866
-15,697
2914
$2.3M ﹤0.01%
61,594
-6,619
2915
$2.3M ﹤0.01%
35,817
-1,937
2916
$2.29M ﹤0.01%
490,174
+358,154
2917
$2.29M ﹤0.01%
320,252
-9,425
2918
$2.29M ﹤0.01%
13,643
+1,428
2919
$2.28M ﹤0.01%
69,316
+41,343
2920
$2.28M ﹤0.01%
178,364
+130,001
2921
$2.28M ﹤0.01%
68,143
+16,550
2922
$2.27M ﹤0.01%
98,662
+78,671
2923
$2.26M ﹤0.01%
103,808
-45,699
2924
$2.26M ﹤0.01%
44,665
+10,715
2925
$2.25M ﹤0.01%
35,475
+23,336
115 116
117
118 119