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
3351
$1.33M ﹤0.01%
38,833
+12,086
3352
$1.32M ﹤0.01%
29,822
+1,173
3353
$1.32M ﹤0.01%
34,577
+30,567
3354
$1.32M ﹤0.01%
103,579
+63,882
3355
$1.31M ﹤0.01%
228,656
-20,976
3356
$1.31M ﹤0.01%
85,896
+10,783
3357
$1.31M ﹤0.01%
49,193
+25,381
3358
$1.31M ﹤0.01%
83,607
+30,105
3359
$1.31M ﹤0.01%
65,931
-329
3360
$1.31M ﹤0.01%
136,422
-8,812
3361
$1.31M ﹤0.01%
80,787
+29,320
3362
$1.31M ﹤0.01%
25,542
+4,994
3363
$1.31M ﹤0.01%
+32,370
3364
$1.31M ﹤0.01%
65,719
+8,620
3365
$1.3M ﹤0.01%
71,941
+28,855
3366
$1.3M ﹤0.01%
45,130
-5,434
3367
$1.3M ﹤0.01%
30,981
+20,034
3368
$1.3M ﹤0.01%
13,386
+11,517
3369
$1.3M ﹤0.01%
219,127
+143,554
3370
$1.3M ﹤0.01%
74,698
-37,926
3371
$1.29M ﹤0.01%
90,678
-17,505
3372
$1.29M ﹤0.01%
149,209
+95,199
3373
$1.29M ﹤0.01%
138,185
-3,830
3374
$1.29M ﹤0.01%
65,362
-536
3375
$1.29M ﹤0.01%
34,896
+22,508
133 134
135
136 137