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
1926
$7.48M ﹤0.01%
444,277
+154,372
1927
$7.48M ﹤0.01%
31,641
+17,860
1928
$7.45M ﹤0.01%
196,370
+21,065
1929
$7.45M ﹤0.01%
149,549
+11,788
1930
$7.45M ﹤0.01%
214,670
+62,161
1931
$7.44M ﹤0.01%
122,556
+29,255
1932
$7.43M ﹤0.01%
42,096
+3,273
1933
$7.41M ﹤0.01%
560,719
+25,153
1934
$7.41M ﹤0.01%
113,986
-17,235
1935
$7.34M ﹤0.01%
267,341
+2,716
1936
$7.33M ﹤0.01%
91,494
+21,899
1937
$7.33M ﹤0.01%
270,871
-29,404
1938
$7.32M ﹤0.01%
1,251,832
+62,802
1939
$7.31M ﹤0.01%
2,973,112
-463,749
1940
$7.31M ﹤0.01%
147,907
+46,446
1941
$7.31M ﹤0.01%
25,914
+6,760
1942
$7.3M ﹤0.01%
161,195
+55,423
1943
$7.3M ﹤0.01%
84,625
+6,236
1944
$7.29M ﹤0.01%
694,045
-19,215
1945
$7.29M ﹤0.01%
54,682
+10,821
1946
$7.27M ﹤0.01%
94,788
-2,065
1947
$7.27M ﹤0.01%
290,402
-415
1948
$7.26M ﹤0.01%
432,944
-969
1949
$7.26M ﹤0.01%
378,536
-84,064
1950
$7.26M ﹤0.01%
90,903
+74,145
76 77
78
79 80