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
3151
$1.72M ﹤0.01%
270,159
+237,274
3152
$1.72M ﹤0.01%
39,080
+33,717
3153
$1.71M ﹤0.01%
17,573
-307
3154
$1.71M ﹤0.01%
104,057
-481
3155
$1.7M ﹤0.01%
29,530
-13,813
3156
$1.7M ﹤0.01%
110,886
-18,188
3157
$1.7M ﹤0.01%
135,555
+9,881
3158
$1.7M ﹤0.01%
57,838
+13,334
3159
$1.7M ﹤0.01%
29,550
+2,773
3160
$1.7M ﹤0.01%
87,211
+10,771
3161
$1.7M ﹤0.01%
89,791
+8,912
3162
$1.7M ﹤0.01%
144,611
-12,380
3163
$1.7M ﹤0.01%
23,087
+7,722
3164
$1.7M ﹤0.01%
214,045
+68,904
3165
$1.69M ﹤0.01%
20,551
+3,291
3166
$1.69M ﹤0.01%
35,036
-39,637
3167
$1.69M ﹤0.01%
27,144
+2,535
3168
$1.69M ﹤0.01%
136,764
+123,229
3169
$1.69M ﹤0.01%
26,939
-2,549
3170
$1.69M ﹤0.01%
29,696
+3,670
3171
$1.69M ﹤0.01%
92,912
+4,662
3172
$1.68M ﹤0.01%
128,772
+31,840
3173
$1.68M ﹤0.01%
75,066
+2,437
3174
$1.68M ﹤0.01%
297,273
+135,490
3175
$1.67M ﹤0.01%
18,912
-1,714
125 126
127
128 129