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
3051
$1.93M ﹤0.01%
84,733
-145,643
3052
$1.93M ﹤0.01%
67,527
+48,027
3053
$1.93M ﹤0.01%
53,146
-264,023
3054
$1.92M ﹤0.01%
106,393
-7,866
3055
$1.92M ﹤0.01%
85,034
+535
3056
$1.92M ﹤0.01%
67,847
-1,636
3057
$1.91M ﹤0.01%
100,663
+6,655
3058
$1.91M ﹤0.01%
40,785
+4,088
3059
$1.91M ﹤0.01%
115,380
+83,560
3060
$1.91M ﹤0.01%
33,067
-2,375
3061
$1.9M ﹤0.01%
334,081
-70,037
3062
$1.9M ﹤0.01%
96,625
+22,137
3063
$1.9M ﹤0.01%
52,278
+38,381
3064
$1.9M ﹤0.01%
153,750
+16,254
3065
$1.9M ﹤0.01%
196,123
+106,573
3066
$1.89M ﹤0.01%
25,352
+8,779
3067
$1.89M ﹤0.01%
11,441
-19,715
3068
$1.89M ﹤0.01%
339,062
+9,089
3069
$1.88M ﹤0.01%
228,186
-11,579
3070
$1.88M ﹤0.01%
48,478
+9,439
3071
$1.88M ﹤0.01%
56,900
+4,358
3072
$1.88M ﹤0.01%
61,915
+59,643
3073
$1.88M ﹤0.01%
109,731
+3,027
3074
$1.88M ﹤0.01%
31,486
-4,813
3075
$1.87M ﹤0.01%
349,961
-24
121 122
123
124 125