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
1301
$19.5M ﹤0.01%
1,021,730
-18,178
1302
$19.4M ﹤0.01%
376,274
-25,600
1303
$19.4M ﹤0.01%
452,384
-17,592
1304
$19.3M ﹤0.01%
980,178
-57,755
1305
$19.3M ﹤0.01%
312,946
+261,280
1306
$19.3M ﹤0.01%
1,152,334
+927,534
1307
$19.3M ﹤0.01%
752,048
+22,210
1308
$19.3M ﹤0.01%
469,817
+81,575
1309
$19.3M ﹤0.01%
917,156
-1,588,537
1310
$19.2M ﹤0.01%
314,108
+21,485
1311
$19.2M ﹤0.01%
175,685
-4,234
1312
$19.1M ﹤0.01%
1,568,507
+762,898
1313
$19.1M ﹤0.01%
4,644,262
+332,339
1314
$19.1M ﹤0.01%
1,210,114
+42,188
1315
$19M ﹤0.01%
311,674
-381
1316
$19M ﹤0.01%
493,791
+17,930
1317
$19M ﹤0.01%
1,812,444
+551,488
1318
$18.9M ﹤0.01%
704,901
+119,329
1319
$18.9M ﹤0.01%
199,982
+7,273
1320
$18.8M ﹤0.01%
90,450
+37,275
1321
$18.8M ﹤0.01%
215,102
-17,751
1322
$18.8M ﹤0.01%
469,264
+80,679
1323
$18.8M ﹤0.01%
31,237
+501
1324
$18.7M ﹤0.01%
179,069
+62,326
1325
$18.7M ﹤0.01%
679,891
-7,419
51 52
53
54 55