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
2301
$4.8M ﹤0.01%
171,471
-73,804
2302
$4.8M ﹤0.01%
113,845
+109,541
2303
$4.8M ﹤0.01%
169,655
-15,168
2304
$4.8M ﹤0.01%
27,058
+2,364
2305
$4.8M ﹤0.01%
296,628
+31,462
2306
$4.79M ﹤0.01%
40,016
-13,925
2307
$4.79M ﹤0.01%
779,095
+354,983
2308
$4.79M ﹤0.01%
57,363
-6,214
2309
$4.79M ﹤0.01%
135,116
+18,224
2310
$4.78M ﹤0.01%
27,849
+25,103
2311
$4.78M ﹤0.01%
148,138
+540
2312
$4.77M ﹤0.01%
186,074
-59,917
2313
$4.77M ﹤0.01%
46,614
-6,781
2314
$4.77M ﹤0.01%
59,224
+9,354
2315
$4.76M ﹤0.01%
12,984
+4,401
2316
$4.75M ﹤0.01%
139,150
+15,495
2317
$4.74M ﹤0.01%
139,023
-3,522
2318
$4.74M ﹤0.01%
279,654
+16,562
2319
$4.74M ﹤0.01%
179,692
+114,091
2320
$4.7M ﹤0.01%
55,366
-5,687
2321
$4.7M ﹤0.01%
293,774
+231,607
2322
$4.7M ﹤0.01%
151,716
-96,701
2323
$4.69M ﹤0.01%
112,179
-6,851
2324
$4.68M ﹤0.01%
153,764
+57,938
2325
$4.68M ﹤0.01%
107,423
-11,516
91 92
93
94 95