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
3026
$1.97M ﹤0.01%
109,099
+9,180
3027
$1.97M ﹤0.01%
74,045
+8,546
3028
$1.97M ﹤0.01%
2,396
+736
3029
$1.97M ﹤0.01%
+11,040
3030
$1.97M ﹤0.01%
19,102
+13,367
3031
$1.97M ﹤0.01%
137,877
+35,588
3032
$1.96M ﹤0.01%
164,281
-27,456
3033
$1.96M ﹤0.01%
115,041
+9,020
3034
$1.96M ﹤0.01%
44,594
+1,788
3035
$1.95M ﹤0.01%
226,667
+175,916
3036
$1.95M ﹤0.01%
16,895
-15,641
3037
$1.95M ﹤0.01%
29,579
-2,617
3038
$1.95M ﹤0.01%
12,127
-11,091
3039
$1.95M ﹤0.01%
105,632
+3,186
3040
$1.95M ﹤0.01%
27,178
+2,317
3041
$1.95M ﹤0.01%
14,570
+304
3042
$1.95M ﹤0.01%
147,388
+22,615
3043
$1.94M ﹤0.01%
115,290
-47,184
3044
$1.94M ﹤0.01%
46,125
+30,857
3045
$1.94M ﹤0.01%
50,476
-2,233
3046
$1.94M ﹤0.01%
233,372
+66,349
3047
$1.94M ﹤0.01%
38,629
-7,614
3048
$1.93M ﹤0.01%
24,046
+5,240
3049
$1.93M ﹤0.01%
627,422
-316
3050
$1.93M ﹤0.01%
85,028
+5,537
120 121
122
123 124