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
1076
$29.4M 0.01%
1,460,771
+8,539
1077
$29.4M 0.01%
581,188
+45,758
1078
$29.4M 0.01%
1,349,817
-251,881
1079
$29.3M 0.01%
420,484
+25,576
1080
$29.3M 0.01%
185,377
+43,403
1081
$29.3M 0.01%
502,133
+99
1082
$29.3M 0.01%
143,676
+24,278
1083
$29.3M 0.01%
476,979
+115,803
1084
$29M 0.01%
448,699
-155,326
1085
$28.9M 0.01%
1,305,630
+21,029
1086
$28.8M 0.01%
1,413,421
+487,688
1087
$28.8M 0.01%
572,507
-102,625
1088
$28.7M 0.01%
414,872
-70,458
1089
$28.7M 0.01%
980,495
+65,790
1090
$28.7M 0.01%
2,421,013
-1,510,495
1091
$28.6M 0.01%
281,462
-5,734
1092
$28.6M 0.01%
181,668
+15,199
1093
$28.3M 0.01%
318,442
-10,580
1094
$28.3M 0.01%
419,842
+2,973
1095
$28.3M 0.01%
592,487
+48,988
1096
$28.3M 0.01%
609,820
-9,661
1097
$28.1M 0.01%
2,423,344
+211,522
1098
$28.1M 0.01%
3,122,587
-243,539
1099
$28.1M 0.01%
653,301
-252,282
1100
$28.1M 0.01%
1,386,530
+96,141
42 43
44
45 46