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
3301
$1.39M ﹤0.01%
21,416
-1,699
3302
$1.39M ﹤0.01%
316,190
-1,852,162
3303
$1.39M ﹤0.01%
56,314
+6,152
3304
$1.39M ﹤0.01%
+15,377
3305
$1.39M ﹤0.01%
26,349
+13,346
3306
$1.39M ﹤0.01%
193,893
+2,986
3307
$1.39M ﹤0.01%
70,658
+300
3308
$1.38M ﹤0.01%
480,076
+119,387
3309
$1.38M ﹤0.01%
68,728
-16,237
3310
$1.38M ﹤0.01%
32,851
+25,317
3311
$1.38M ﹤0.01%
76,485
+52,447
3312
$1.38M ﹤0.01%
105,666
+17,860
3313
$1.38M ﹤0.01%
41,520
-6,096
3314
$1.38M ﹤0.01%
25,189
+20,415
3315
$1.38M ﹤0.01%
44,204
-998
3316
$1.38M ﹤0.01%
47,233
+20,040
3317
$1.38M ﹤0.01%
21,965
+9,563
3318
$1.37M ﹤0.01%
43,803
-2,194
3319
$1.37M ﹤0.01%
31,077
+14,917
3320
$1.37M ﹤0.01%
31,134
+9,463
3321
$1.37M ﹤0.01%
86,085
-99,055
3322
$1.37M ﹤0.01%
160,318
-68,682
3323
$1.36M ﹤0.01%
28,140
-9,109
3324
$1.36M ﹤0.01%
272,207
+4,893
3325
$1.36M ﹤0.01%
43,719
+30,520
131 132
133
134 135