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
3376
$1.29M ﹤0.01%
185,960
+81,251
3377
$1.29M ﹤0.01%
145,386
-20,547
3378
$1.28M ﹤0.01%
70,661
-3,145
3379
$1.28M ﹤0.01%
29,040
-11,329
3380
$1.28M ﹤0.01%
81,028
+2,507
3381
$1.28M ﹤0.01%
46,450
-73
3382
$1.28M ﹤0.01%
135,879
+15,804
3383
$1.28M ﹤0.01%
125,380
-178,111
3384
$1.27M ﹤0.01%
112,027
-10,324
3385
$1.27M ﹤0.01%
304,738
+64,100
3386
$1.27M ﹤0.01%
85,159
+42,832
3387
$1.26M ﹤0.01%
48,044
+9,361
3388
$1.26M ﹤0.01%
846,424
+180,308
3389
$1.26M ﹤0.01%
15,714
+2,401
3390
$1.26M ﹤0.01%
30,239
+4,425
3391
$1.26M ﹤0.01%
46,866
+12,743
3392
$1.26M ﹤0.01%
206,260
+3,279
3393
$1.26M ﹤0.01%
87,712
+36,308
3394
$1.25M ﹤0.01%
234,129
-2,736,879
3395
$1.25M ﹤0.01%
59,892
+24,508
3396
$1.25M ﹤0.01%
14,225
+1,713
3397
$1.25M ﹤0.01%
21,437
-17,923
3398
$1.25M ﹤0.01%
44,545
-36,804
3399
$1.25M ﹤0.01%
67,985
+53,031
3400
$1.25M ﹤0.01%
115,495
-11,044
134 135
136
137 138