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
3251
$1.5M ﹤0.01%
89,993
+3,456
3252
$1.49M ﹤0.01%
6,322
+924
3253
$1.49M ﹤0.01%
157,119
+86,579
3254
$1.49M ﹤0.01%
66,023
-17,467
3255
$1.49M ﹤0.01%
136,639
+50,329
3256
$1.49M ﹤0.01%
33,153
+6,744
3257
$1.49M ﹤0.01%
133,561
-28,132
3258
$1.49M ﹤0.01%
79,864
-88,873
3259
$1.48M ﹤0.01%
33,103
+2,171
3260
$1.48M ﹤0.01%
95,793
+71,613
3261
$1.48M ﹤0.01%
21,359
+1,770
3262
$1.47M ﹤0.01%
60,448
-1,960
3263
$1.47M ﹤0.01%
231,859
+168,528
3264
$1.47M ﹤0.01%
25,942
+11,068
3265
$1.46M ﹤0.01%
69,678
-68,676
3266
$1.46M ﹤0.01%
312,480
+121,202
3267
$1.46M ﹤0.01%
11,821
-283
3268
$1.45M ﹤0.01%
28,513
-77,048
3269
$1.45M ﹤0.01%
40,361
+36,388
3270
$1.45M ﹤0.01%
15,801
+2,872
3271
$1.45M ﹤0.01%
212,554
+3,126
3272
$1.44M ﹤0.01%
57,079
-5,040
3273
$1.44M ﹤0.01%
139,830
-2,350
3274
$1.44M ﹤0.01%
34,271
+9,853
3275
$1.44M ﹤0.01%
79,404
+47,087
129 130
131
132 133