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
3276
$1.44M ﹤0.01%
1,211,150
+186,856
3277
$1.44M ﹤0.01%
179,902
-245,410
3278
$1.44M ﹤0.01%
30,731
+11,764
3279
$1.44M ﹤0.01%
17,008
+10,243
3280
$1.44M ﹤0.01%
60,827
+4,837
3281
$1.43M ﹤0.01%
135,853
+34,039
3282
$1.43M ﹤0.01%
201,203
+108,960
3283
$1.43M ﹤0.01%
207,164
+39,867
3284
$1.43M ﹤0.01%
15,080
-5,556
3285
$1.43M ﹤0.01%
25,624
+16,846
3286
$1.43M ﹤0.01%
39,416
+22,019
3287
$1.43M ﹤0.01%
8,467
+752
3288
$1.43M ﹤0.01%
124,161
+44,920
3289
$1.43M ﹤0.01%
5,857
+797
3290
$1.42M ﹤0.01%
86,388
+9,580
3291
$1.42M ﹤0.01%
20,848
+7,436
3292
$1.42M ﹤0.01%
32,266
+7,802
3293
$1.42M ﹤0.01%
126,598
-11,225
3294
$1.41M ﹤0.01%
404,279
+239,923
3295
$1.41M ﹤0.01%
21,438
-3,066
3296
$1.4M ﹤0.01%
47,931
+13,101
3297
$1.4M ﹤0.01%
188,876
+31,417
3298
$1.4M ﹤0.01%
410,609
+68,488
3299
$1.4M ﹤0.01%
36,221
+12,948
3300
$1.4M ﹤0.01%
187,734
+175,527
130 131
132
133 134