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
7201
$2.36K ﹤0.01%
1,130
-23,089
7202
$2.35K ﹤0.01%
+346
7203
$2.35K ﹤0.01%
78
+17
7204
$2.35K ﹤0.01%
89
-1,474
7205
$2.34K ﹤0.01%
49
-13,404
7206
$2.34K ﹤0.01%
+2,752
7207
$2.34K ﹤0.01%
69
-181
7208
$2.34K ﹤0.01%
87
7209
$2.33K ﹤0.01%
1,740
-2,462
7210
$2.33K ﹤0.01%
86
-129
7211
$2.33K ﹤0.01%
+74
7212
$2.32K ﹤0.01%
42
-533
7213
$2.3K ﹤0.01%
+10,957
7214
$2.3K ﹤0.01%
+94
7215
$2.29K ﹤0.01%
521
-2,751
7216
$2.29K ﹤0.01%
+1,216
7217
$2.29K ﹤0.01%
341
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7218
$2.29K ﹤0.01%
+100
7219
$2.29K ﹤0.01%
149
-941
7220
$2.28K ﹤0.01%
278
-5,759
7221
$2.27K ﹤0.01%
+1,632
7222
$2.26K ﹤0.01%
+33
7223
$2.26K ﹤0.01%
+1,138
7224
$2.24K ﹤0.01%
153
-567
7225
$2.23K ﹤0.01%
77
+11
287 288
289
290 291