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
1951
$7.24M ﹤0.01%
203,900
-95,086
1952
$7.24M ﹤0.01%
185,485
-10,344
1953
$7.24M ﹤0.01%
231,226
+134,165
1954
$7.22M ﹤0.01%
644,371
+52,889
1955
$7.22M ﹤0.01%
77,461
+36,251
1956
$7.21M ﹤0.01%
132,488
+21,272
1957
$7.21M ﹤0.01%
221,066
+25,706
1958
$7.21M ﹤0.01%
213,008
-6,976
1959
$7.19M ﹤0.01%
277,476
-82,697
1960
$7.19M ﹤0.01%
205,125
+21,824
1961
$7.19M ﹤0.01%
51,655
+31,611
1962
$7.18M ﹤0.01%
254,953
+85,692
1963
$7.18M ﹤0.01%
197,813
-95,268
1964
$7.16M ﹤0.01%
122,661
+40,658
1965
$7.15M ﹤0.01%
49,369
+12,681
1966
$7.15M ﹤0.01%
107,173
+828
1967
$7.15M ﹤0.01%
224,996
+64,719
1968
$7.14M ﹤0.01%
121,553
-37,735
1969
$7.14M ﹤0.01%
131,498
+93,801
1970
$7.14M ﹤0.01%
41,666
+20,583
1971
$7.13M ﹤0.01%
644,457
+219,535
1972
$7.12M ﹤0.01%
295,540
+8,614
1973
$7.11M ﹤0.01%
101,138
-285,395
1974
$7.11M ﹤0.01%
75,674
+34,439
1975
$7.09M ﹤0.01%
63,949
-45,471
77 78
79
80 81