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
3176
$1.67M ﹤0.01%
159,868
+27,174
3177
$1.67M ﹤0.01%
113,987
+6,220
3178
$1.67M ﹤0.01%
529,398
-1,142
3179
$1.66M ﹤0.01%
30,211
+25,293
3180
$1.66M ﹤0.01%
94,330
+4,591
3181
$1.66M ﹤0.01%
96,628
+20,394
3182
$1.65M ﹤0.01%
106,555
+22,420
3183
$1.65M ﹤0.01%
211,004
-255,439
3184
$1.65M ﹤0.01%
279,768
+159,200
3185
$1.65M ﹤0.01%
31,691
+11,196
3186
$1.65M ﹤0.01%
159,792
-283,735
3187
$1.65M ﹤0.01%
132,933
-131,544
3188
$1.65M ﹤0.01%
62,554
+4,079
3189
$1.64M ﹤0.01%
70,543
+24,254
3190
$1.64M ﹤0.01%
16,182
+2,934
3191
$1.64M ﹤0.01%
29,377
+23,355
3192
$1.64M ﹤0.01%
55,402
-28,004
3193
$1.63M ﹤0.01%
26,323
-5,988
3194
$1.63M ﹤0.01%
59,450
+2,183
3195
$1.63M ﹤0.01%
145,798
+111,037
3196
$1.63M ﹤0.01%
46,112
+39,865
3197
$1.63M ﹤0.01%
33,092
-44,586
3198
$1.62M ﹤0.01%
23,916
-12,559
3199
$1.62M ﹤0.01%
162,905
+12,855
3200
$1.62M ﹤0.01%
515,629
-61,190
126 127
128
129 130