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
3076
$1.87M ﹤0.01%
16,543
+1,456
3077
$1.87M ﹤0.01%
43,971
-116,328
3078
$1.87M ﹤0.01%
399,535
-87,871
3079
$1.87M ﹤0.01%
702,179
-291,553
3080
$1.86M ﹤0.01%
348,282
-101,239
3081
$1.86M ﹤0.01%
88,457
-21,821
3082
$1.86M ﹤0.01%
81,514
-9,653
3083
$1.86M ﹤0.01%
184,389
-147
3084
$1.86M ﹤0.01%
126,706
+35,649
3085
$1.86M ﹤0.01%
23,549
+86
3086
$1.86M ﹤0.01%
95,229
-32,417
3087
$1.86M ﹤0.01%
155,361
+1,073
3088
$1.86M ﹤0.01%
93,515
+26,509
3089
$1.86M ﹤0.01%
12,425
-3,496
3090
$1.85M ﹤0.01%
26,166
+1,791
3091
$1.84M ﹤0.01%
110,844
+21,610
3092
$1.84M ﹤0.01%
43,867
+3,871
3093
$1.84M ﹤0.01%
213,061
+112,805
3094
$1.84M ﹤0.01%
160,072
-16,849
3095
$1.84M ﹤0.01%
130,837
-2,399
3096
$1.84M ﹤0.01%
77,871
+47,925
3097
$1.83M ﹤0.01%
27,243
-1,831
3098
$1.83M ﹤0.01%
90,129
+26,465
3099
$1.83M ﹤0.01%
91,811
+72,603
3100
$1.83M ﹤0.01%
134,626
+101,381
122 123
124
125 126