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
3101
$1.83M ﹤0.01%
44,272
+11,430
3102
$1.83M ﹤0.01%
405,735
+98,252
3103
$1.82M ﹤0.01%
116,263
+670
3104
$1.82M ﹤0.01%
50,217
+3,003
3105
$1.82M ﹤0.01%
36,324
+2,736
3106
$1.82M ﹤0.01%
17,306
-358
3107
$1.82M ﹤0.01%
41,149
+5,871
3108
$1.82M ﹤0.01%
18,763
+4,851
3109
$1.82M ﹤0.01%
133,460
-127,418
3110
$1.81M ﹤0.01%
64,268
+20,370
3111
$1.81M ﹤0.01%
48,980
+4,145
3112
$1.81M ﹤0.01%
34,755
+3,500
3113
$1.81M ﹤0.01%
141,553
-8,446
3114
$1.81M ﹤0.01%
356,094
-482,601
3115
$1.8M ﹤0.01%
144,028
+10,689
3116
$1.8M ﹤0.01%
36,762
+4,075
3117
$1.8M ﹤0.01%
37,331
-29,313
3118
$1.8M ﹤0.01%
26,704
+3,703
3119
$1.8M ﹤0.01%
89,457
+6,262
3120
$1.79M ﹤0.01%
154,457
+93,433
3121
$1.79M ﹤0.01%
35,953
-779
3122
$1.79M ﹤0.01%
241,504
+115,448
3123
$1.79M ﹤0.01%
486,879
+148,294
3124
$1.79M ﹤0.01%
450,074
-32,061
3125
$1.79M ﹤0.01%
21,628
+6,589
123 124
125
126 127