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
1226
$22M ﹤0.01%
316,141
+4,744
1227
$21.9M ﹤0.01%
1,884,949
-303,157
1228
$21.9M ﹤0.01%
628,683
-60,231
1229
$21.8M ﹤0.01%
68,735
+11,577
1230
$21.8M ﹤0.01%
449,018
+135,106
1231
$21.8M ﹤0.01%
920,097
+850,766
1232
$21.8M ﹤0.01%
1,619,655
-116,101
1233
$21.7M ﹤0.01%
163,399
+12,925
1234
$21.7M ﹤0.01%
1,851,168
-43,515
1235
$21.7M ﹤0.01%
677,734
+547,871
1236
$21.6M ﹤0.01%
307,019
+112,180
1237
$21.5M ﹤0.01%
1,936,879
+41,733
1238
$21.5M ﹤0.01%
698,013
-37,298
1239
$21.5M ﹤0.01%
230,987
+174,917
1240
$21.4M ﹤0.01%
455,920
+49,451
1241
$21.4M ﹤0.01%
54,791
+19,025
1242
$21.4M ﹤0.01%
237,053
-182,266
1243
$21.3M ﹤0.01%
367,069
+20,500
1244
$21.3M ﹤0.01%
56,725
-90
1245
$21.3M ﹤0.01%
1,826,403
+178,755
1246
$21.3M ﹤0.01%
275,011
-9,591
1247
$21.3M ﹤0.01%
390,751
+89,761
1248
$21.2M ﹤0.01%
433,633
-1,781
1249
$21.2M ﹤0.01%
256,450
+13,771
1250
$21.2M ﹤0.01%
725,279
+9,276
48 49
50
51 52