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
1251
$21.1M ﹤0.01%
105,361
+23,705
1252
$21.1M ﹤0.01%
291,774
-117,354
1253
$21.1M ﹤0.01%
309,186
-119,959
1254
$20.9M ﹤0.01%
1,749,785
+486,859
1255
$20.9M ﹤0.01%
195,732
+3,421
1256
$20.9M ﹤0.01%
133,014
+11,391
1257
$20.8M ﹤0.01%
532,487
+21,418
1258
$20.8M ﹤0.01%
328,959
-30,423
1259
$20.8M ﹤0.01%
172,800
+36,507
1260
$20.8M ﹤0.01%
1,092,400
+8,512
1261
$20.7M ﹤0.01%
455,103
+143,493
1262
$20.7M ﹤0.01%
824,099
-16,272
1263
$20.7M ﹤0.01%
141,892
+24,779
1264
$20.7M ﹤0.01%
61,951
-7,815
1265
$20.6M ﹤0.01%
239,945
+49,598
1266
$20.6M ﹤0.01%
377,128
+19,302
1267
$20.6M ﹤0.01%
208,911
-3,102
1268
$20.5M ﹤0.01%
238,056
-70,459
1269
$20.4M ﹤0.01%
509,089
+3,222
1270
$20.4M ﹤0.01%
134,582
+8,256
1271
$20.4M ﹤0.01%
407,921
+109,504
1272
$20.4M ﹤0.01%
1,063,111
-15,591
1273
$20.4M ﹤0.01%
152,366
+32,756
1274
$20.4M ﹤0.01%
355,526
-207
1275
$20.3M ﹤0.01%
1,224,227
+24,344
49 50
51
52 53