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
2951
$2.17M ﹤0.01%
23,369
-174
2952
$2.17M ﹤0.01%
41,359
+19,261
2953
$2.17M ﹤0.01%
52,129
+14,709
2954
$2.17M ﹤0.01%
12,373
+9,293
2955
$2.17M ﹤0.01%
53,102
+3,550
2956
$2.17M ﹤0.01%
37,505
+2,892
2957
$2.17M ﹤0.01%
178,828
-35,711
2958
$2.16M ﹤0.01%
51,543
+24,460
2959
$2.16M ﹤0.01%
130,240
+124,171
2960
$2.16M ﹤0.01%
171,923
+36,901
2961
$2.16M ﹤0.01%
152,722
-139,827
2962
$2.16M ﹤0.01%
45,396
+601
2963
$2.16M ﹤0.01%
392,759
+65,056
2964
$2.14M ﹤0.01%
529,335
+39,978
2965
$2.14M ﹤0.01%
62,124
+51,506
2966
$2.14M ﹤0.01%
121,429
+51,570
2967
$2.13M ﹤0.01%
57,174
-2,439
2968
$2.13M ﹤0.01%
39,575
+13,591
2969
$2.13M ﹤0.01%
90,709
+54,344
2970
$2.13M ﹤0.01%
141,398
-70,670
2971
$2.13M ﹤0.01%
49,085
+16,404
2972
$2.13M ﹤0.01%
70,490
+4,318
2973
$2.12M ﹤0.01%
60,007
+42,748
2974
$2.12M ﹤0.01%
47,350
+2,544
2975
$2.12M ﹤0.01%
63,931
+11,920
117 118
119
120 121