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
2976
$2.12M ﹤0.01%
18,687
+4,877
2977
$2.12M ﹤0.01%
48,760
+5,608
2978
$2.11M ﹤0.01%
47,488
-4,403
2979
$2.11M ﹤0.01%
159,308
-49,233
2980
$2.11M ﹤0.01%
185,438
+8,017
2981
$2.11M ﹤0.01%
41,714
+940
2982
$2.1M ﹤0.01%
50,228
+8,628
2983
$2.1M ﹤0.01%
181,140
+14,052
2984
$2.1M ﹤0.01%
42,413
+784
2985
$2.09M ﹤0.01%
188,108
+150,871
2986
$2.09M ﹤0.01%
276,018
+5,500
2987
$2.09M ﹤0.01%
84,689
+904
2988
$2.08M ﹤0.01%
124,362
-4,400
2989
$2.08M ﹤0.01%
56,092
-8,551
2990
$2.07M ﹤0.01%
69,369
+22,635
2991
$2.06M ﹤0.01%
56,262
+53,306
2992
$2.06M ﹤0.01%
114,925
+31,585
2993
$2.06M ﹤0.01%
270,067
+48,186
2994
$2.06M ﹤0.01%
66,212
+31,403
2995
$2.05M ﹤0.01%
189,812
-21,170
2996
$2.05M ﹤0.01%
10,288
+4,216
2997
$2.05M ﹤0.01%
171,991
+117,882
2998
$2.05M ﹤0.01%
220,194
-89,377
2999
$2.04M ﹤0.01%
138,634
+63,612
3000
$2.04M ﹤0.01%
29,701
+8,451
118 119
120
121 122