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
3126
$1.79M ﹤0.01%
118,743
+68,477
3127
$1.78M ﹤0.01%
67,911
-64,154
3128
$1.78M ﹤0.01%
147,381
-1,003
3129
$1.78M ﹤0.01%
40,144
+1,345
3130
$1.78M ﹤0.01%
102,504
-24,435
3131
$1.77M ﹤0.01%
37,093
-64,784
3132
$1.77M ﹤0.01%
34,617
+490
3133
$1.77M ﹤0.01%
230,612
-15,910
3134
$1.77M ﹤0.01%
23,448
+13,879
3135
$1.76M ﹤0.01%
75,432
+22,032
3136
$1.76M ﹤0.01%
145,074
+79,161
3137
$1.76M ﹤0.01%
16,330
-2,600
3138
$1.76M ﹤0.01%
306,155
+33,810
3139
$1.75M ﹤0.01%
42,950
+17,790
3140
$1.75M ﹤0.01%
52,833
-15,046
3141
$1.75M ﹤0.01%
349,210
-46,852
3142
$1.74M ﹤0.01%
299,873
-14,193
3143
$1.74M ﹤0.01%
27,128
+9,688
3144
$1.74M ﹤0.01%
152,055
-26,389
3145
$1.73M ﹤0.01%
282,455
+122,854
3146
$1.73M ﹤0.01%
34,371
+25,769
3147
$1.73M ﹤0.01%
15,928
+4,885
3148
$1.72M ﹤0.01%
44,019
+21,879
3149
$1.72M ﹤0.01%
105,561
-21,582
3150
$1.72M ﹤0.01%
18,176
-1,194
124 125
126
127 128