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
3226
$1.54M ﹤0.01%
55,018
+23,585
3227
$1.54M ﹤0.01%
24,167
+5,507
3228
$1.54M ﹤0.01%
48,131
-15,866
3229
$1.54M ﹤0.01%
97,861
+15,134
3230
$1.53M ﹤0.01%
340,910
-375,068
3231
$1.53M ﹤0.01%
33,516
-110
3232
$1.53M ﹤0.01%
87,978
+82,478
3233
$1.53M ﹤0.01%
134,755
+21,621
3234
$1.53M ﹤0.01%
23,965
+18,535
3235
$1.53M ﹤0.01%
4,822
+1,209
3236
$1.53M ﹤0.01%
11,778
+2,235
3237
$1.52M ﹤0.01%
2,760
-1,198
3238
$1.52M ﹤0.01%
13,613
+822
3239
$1.52M ﹤0.01%
87,192
-9,365
3240
$1.52M ﹤0.01%
40,876
-1,837
3241
$1.52M ﹤0.01%
184,002
+157,539
3242
$1.52M ﹤0.01%
302,983
-11,093
3243
$1.52M ﹤0.01%
+30,664
3244
$1.51M ﹤0.01%
62,993
+693
3245
$1.51M ﹤0.01%
406,433
-51,822
3246
$1.51M ﹤0.01%
25,327
-12,821
3247
$1.5M ﹤0.01%
53,005
+8,115
3248
$1.5M ﹤0.01%
154,219
-707
3249
$1.5M ﹤0.01%
22,978
+6,804
3250
$1.5M ﹤0.01%
99,445
+3,867
128 129
130
131 132