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
7101
$2.91K ﹤0.01%
+95
7102
$2.9K ﹤0.01%
1,410
+410
7103
$2.9K ﹤0.01%
95
+91
7104
$2.89K ﹤0.01%
+69
7105
$2.89K ﹤0.01%
+117
7106
$2.88K ﹤0.01%
+77
7107
$2.88K ﹤0.01%
+71
7108
$2.88K ﹤0.01%
239
+201
7109
$2.87K ﹤0.01%
885
-7,366
7110
$2.87K ﹤0.01%
3,783
-7,605
7111
$2.86K ﹤0.01%
358
-5,598
7112
$2.86K ﹤0.01%
+75
7113
$2.85K ﹤0.01%
112
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7114
$2.83K ﹤0.01%
1,106
-1,489
7115
$2.83K ﹤0.01%
85
+56
7116
$2.83K ﹤0.01%
+47
7117
$2.83K ﹤0.01%
770
-552
7118
$2.82K ﹤0.01%
329
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7119
$2.81K ﹤0.01%
+47
7120
$2.81K ﹤0.01%
+1,179
7121
$2.81K ﹤0.01%
100
+13
7122
$2.79K ﹤0.01%
95
-84
7123
$2.78K ﹤0.01%
+66
7124
$2.78K ﹤0.01%
90
-60
7125
$2.77K ﹤0.01%
+151
283 284
285
286 287