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
1876
$7.89M ﹤0.01%
616,304
-285,380
1877
$7.89M ﹤0.01%
53,003
-20,894
1878
$7.88M ﹤0.01%
399,940
-18,882
1879
$7.88M ﹤0.01%
149,424
+27,172
1880
$7.87M ﹤0.01%
522,600
+46,524
1881
$7.86M ﹤0.01%
703,674
+172,127
1882
$7.85M ﹤0.01%
49,012
+5,070
1883
$7.84M ﹤0.01%
17,927
+2,932
1884
$7.84M ﹤0.01%
102,259
-554
1885
$7.84M ﹤0.01%
98,847
+18,047
1886
$7.83M ﹤0.01%
698,787
+273,307
1887
$7.83M ﹤0.01%
148,003
+24,757
1888
$7.8M ﹤0.01%
59,480
+11,859
1889
$7.8M ﹤0.01%
128,429
+46,887
1890
$7.8M ﹤0.01%
71,824
+3,832
1891
$7.79M ﹤0.01%
63,154
-315
1892
$7.78M ﹤0.01%
118,360
+15,124
1893
$7.77M ﹤0.01%
797,397
+386,830
1894
$7.76M ﹤0.01%
174,585
+34,480
1895
$7.73M ﹤0.01%
87,075
+27,940
1896
$7.73M ﹤0.01%
319,186
-128,546
1897
$7.73M ﹤0.01%
+264,298
1898
$7.73M ﹤0.01%
966,319
+44,285
1899
$7.73M ﹤0.01%
408,093
-12,609
1900
$7.73M ﹤0.01%
893,094
-129,145
74 75
76
77 78