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
3326
$1.36M ﹤0.01%
83,533
-6,007
3327
$1.36M ﹤0.01%
29,443
-2,187
3328
$1.36M ﹤0.01%
126,781
+11,302
3329
$1.36M ﹤0.01%
191,724
+2,404
3330
$1.36M ﹤0.01%
142,680
+11,720
3331
$1.35M ﹤0.01%
37,867
+21,861
3332
$1.35M ﹤0.01%
97,343
-190
3333
$1.35M ﹤0.01%
19,280
-16,326
3334
$1.35M ﹤0.01%
122,351
-1,062
3335
$1.35M ﹤0.01%
14,569
-33,441
3336
$1.35M ﹤0.01%
72,600
-5,144
3337
$1.35M ﹤0.01%
98,500
+11,057
3338
$1.35M ﹤0.01%
68,637
+390
3339
$1.35M ﹤0.01%
19,013
+485
3340
$1.34M ﹤0.01%
42,281
+28,835
3341
$1.34M ﹤0.01%
33,856
+2,020
3342
$1.34M ﹤0.01%
14,656
+2,429
3343
$1.34M ﹤0.01%
106,638
+4,848
3344
$1.34M ﹤0.01%
104,058
+59,568
3345
$1.34M ﹤0.01%
256,437
+15,447
3346
$1.34M ﹤0.01%
20,868
+508
3347
$1.34M ﹤0.01%
84,856
-282,341
3348
$1.33M ﹤0.01%
16,585
-3,831
3349
$1.33M ﹤0.01%
111,076
+51,185
3350
$1.33M ﹤0.01%
52,267
+31,281
132 133
134
135 136