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
1101
$27.9M 0.01%
140,456
+34,902
1102
$27.7M 0.01%
277,953
+131,545
1103
$27.7M 0.01%
1,086,793
-5,521
1104
$27.6M 0.01%
378,599
+113,467
1105
$27.6M 0.01%
1,244,511
+158,769
1106
$27.6M 0.01%
635,017
-10,260
1107
$27.5M 0.01%
3,504,335
-589,957
1108
$27.5M 0.01%
2,829,823
-95,881
1109
$27.5M 0.01%
1,871,267
-40,394
1110
$27.5M 0.01%
1,078,357
+472,132
1111
$27.5M 0.01%
658,278
-38,202
1112
$27.4M 0.01%
1,167,281
+158,262
1113
$27.4M 0.01%
4,107,936
-1,616,526
1114
$27.4M 0.01%
1,561,628
-391,135
1115
$27.4M 0.01%
81,913
-38,845
1116
$27.3M 0.01%
428,968
-506,699
1117
$27.2M 0.01%
116,880
+1,260
1118
$27.1M 0.01%
664,041
-26,985
1119
$27.1M 0.01%
536,162
+411,867
1120
$27.1M 0.01%
262,043
+42,868
1121
$27M 0.01%
127,613
-435
1122
$27M 0.01%
402,380
+3,565
1123
$26.9M 0.01%
408,319
+17,972
1124
$26.9M 0.01%
681,938
-50,056
1125
$26.8M 0.01%
255,283
+36,237
43 44
45
46 47