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
5476
$60.4K ﹤0.01%
22,884
+22,880
5477
$60.3K ﹤0.01%
3,861
+1,325
5478
$60.3K ﹤0.01%
5,496
-1,080
5479
$60.3K ﹤0.01%
2,536
-187
5480
$60.2K ﹤0.01%
16,093
+5,707
5481
$60K ﹤0.01%
+8,652
5482
$59.9K ﹤0.01%
41,604
-119,231
5483
$59.6K ﹤0.01%
+875
5484
$59.5K ﹤0.01%
9,405
+2,420
5485
$59.5K ﹤0.01%
33,588
-9,000
5486
$59.4K ﹤0.01%
2,305
+2,223
5487
$59.3K ﹤0.01%
35,950
+35,530
5488
$59.3K ﹤0.01%
11,947
+4,805
5489
$59.3K ﹤0.01%
12,032
+1,898
5490
$59.2K ﹤0.01%
3,149
-3,569
5491
$59.2K ﹤0.01%
6,247
+2,709
5492
$59.2K ﹤0.01%
1,430
5493
$59.2K ﹤0.01%
404
+395
5494
$59.1K ﹤0.01%
5,274
+1,792
5495
$59K ﹤0.01%
11,482
+4,328
5496
$58.8K ﹤0.01%
5,325
+1,894
5497
$58.7K ﹤0.01%
1,861
+1,293
5498
$58.7K ﹤0.01%
4,874
+4,869
5499
$58.6K ﹤0.01%
15,965
+4,329
5500
$58.6K ﹤0.01%
3,735
+1,323
218 219
220
221 222