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
2926
$2.25M ﹤0.01%
13,301
-1,222
2927
$2.25M ﹤0.01%
29,004
-4,760
2928
$2.24M ﹤0.01%
206,834
+7,903
2929
$2.24M ﹤0.01%
150,439
-21,792
2930
$2.24M ﹤0.01%
268,438
+11,480
2931
$2.24M ﹤0.01%
206,486
-18,178
2932
$2.23M ﹤0.01%
40,538
+25,871
2933
$2.23M ﹤0.01%
111,080
+3,949
2934
$2.23M ﹤0.01%
23,835
+12,991
2935
$2.22M ﹤0.01%
380,317
+75,619
2936
$2.22M ﹤0.01%
328,562
+228,443
2937
$2.21M ﹤0.01%
47,661
-4,320
2938
$2.21M ﹤0.01%
76,624
+22,184
2939
$2.21M ﹤0.01%
238,598
+25,227
2940
$2.21M ﹤0.01%
185,410
+17,927
2941
$2.2M ﹤0.01%
304,772
+176,422
2942
$2.2M ﹤0.01%
159,184
+83,885
2943
$2.2M ﹤0.01%
69,105
+8,715
2944
$2.2M ﹤0.01%
185,412
+12,174
2945
$2.19M ﹤0.01%
125,017
-585,536
2946
$2.19M ﹤0.01%
57,774
+5,961
2947
$2.19M ﹤0.01%
47,169
+46,569
2948
$2.19M ﹤0.01%
199,954
-284,160
2949
$2.19M ﹤0.01%
28,605
-206,356
2950
$2.18M ﹤0.01%
117,736
+5,894
116 117
118
119 120