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
7376
$1.44K ﹤0.01%
55
-39
7377
$1.44K ﹤0.01%
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7378
$1.43K ﹤0.01%
115
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7379
$1.43K ﹤0.01%
+20,471
7380
$1.43K ﹤0.01%
48
-10
7381
$1.41K ﹤0.01%
40
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$1.41K ﹤0.01%
54
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7383
$1.41K ﹤0.01%
32
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7384
$1.4K ﹤0.01%
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$1.39K ﹤0.01%
41
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7386
$1.39K ﹤0.01%
42
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$1.38K ﹤0.01%
56
+12
7388
$1.38K ﹤0.01%
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$1.37K ﹤0.01%
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$1.37K ﹤0.01%
91
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7391
$1.36K ﹤0.01%
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$1.36K ﹤0.01%
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$1.35K ﹤0.01%
+34
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$1.34K ﹤0.01%
124
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7395
$1.34K ﹤0.01%
53
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7396
$1.34K ﹤0.01%
228
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7397
$1.33K ﹤0.01%
117
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7398
$1.33K ﹤0.01%
54
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7399
$1.32K ﹤0.01%
157
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7400
$1.31K ﹤0.01%
48
-29
294 295
296
297 298