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
1901
$7.7M ﹤0.01%
68,102
-4,380
1902
$7.69M ﹤0.01%
53,015
+15,474
1903
$7.66M ﹤0.01%
166,410
+21,448
1904
$7.66M ﹤0.01%
328,724
+15,291
1905
$7.66M ﹤0.01%
290,062
+58,669
1906
$7.66M ﹤0.01%
219,749
+62,719
1907
$7.65M ﹤0.01%
121,715
-5,573
1908
$7.64M ﹤0.01%
348,156
-54,809
1909
$7.63M ﹤0.01%
420,052
+20,080
1910
$7.61M ﹤0.01%
143,807
-7,098
1911
$7.6M ﹤0.01%
214,989
-13,157
1912
$7.58M ﹤0.01%
158,067
-33,725
1913
$7.58M ﹤0.01%
108,367
+20,522
1914
$7.56M ﹤0.01%
906,764
+294,554
1915
$7.55M ﹤0.01%
696,931
+100,892
1916
$7.55M ﹤0.01%
90,621
+9,381
1917
$7.54M ﹤0.01%
186,285
+1,104
1918
$7.54M ﹤0.01%
240,327
+3,613
1919
$7.53M ﹤0.01%
347,017
+871
1920
$7.53M ﹤0.01%
102,063
+55,028
1921
$7.52M ﹤0.01%
103,310
-11,057
1922
$7.52M ﹤0.01%
235,523
-116,719
1923
$7.51M ﹤0.01%
28,331
+11,759
1924
$7.49M ﹤0.01%
416,344
-35,365
1925
$7.49M ﹤0.01%
171,909
-91,949
75 76
77
78 79