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
3426
$1.22M ﹤0.01%
+77,984
3427
$1.22M ﹤0.01%
11,942
-79
3428
$1.22M ﹤0.01%
16,979
+5,774
3429
$1.22M ﹤0.01%
42,926
-52,692
3430
$1.22M ﹤0.01%
90,566
+17,145
3431
$1.22M ﹤0.01%
35,628
+6,193
3432
$1.21M ﹤0.01%
29,393
+26,880
3433
$1.21M ﹤0.01%
76,926
+988
3434
$1.21M ﹤0.01%
57,430
+9,227
3435
$1.21M ﹤0.01%
28,416
+2,755
3436
$1.21M ﹤0.01%
72,097
+2,808
3437
$1.21M ﹤0.01%
167,436
+27,873
3438
$1.21M ﹤0.01%
40,502
+7,470
3439
$1.21M ﹤0.01%
129,315
+37,602
3440
$1.21M ﹤0.01%
177,449
+9,134
3441
$1.21M ﹤0.01%
109,611
-5,697
3442
$1.2M ﹤0.01%
32,157
+1,541
3443
$1.2M ﹤0.01%
130,782
+82,785
3444
$1.2M ﹤0.01%
93,766
-9,629
3445
$1.2M ﹤0.01%
3,131
+1,617
3446
$1.2M ﹤0.01%
55,563
-2,074
3447
$1.2M ﹤0.01%
101,735
+37,723
3448
$1.2M ﹤0.01%
424,125
+42,887
3449
$1.19M ﹤0.01%
67,071
+30,391
3450
$1.19M ﹤0.01%
24,161
+5,796
136 137
138
139 140