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
3451
$1.19M ﹤0.01%
234,108
+57,488
3452
$1.19M ﹤0.01%
3,409
-999
3453
$1.19M ﹤0.01%
63,255
-101,354
3454
$1.18M ﹤0.01%
47,137
+11,119
3455
$1.18M ﹤0.01%
29,643
+21,205
3456
$1.18M ﹤0.01%
17,606
+6,954
3457
$1.18M ﹤0.01%
27,364
-9,211
3458
$1.17M ﹤0.01%
59,260
-58,945
3459
$1.17M ﹤0.01%
128,017
-63,163
3460
$1.17M ﹤0.01%
109,580
+2,650
3461
$1.17M ﹤0.01%
40,245
-19,494
3462
$1.17M ﹤0.01%
205,940
-158,859
3463
$1.17M ﹤0.01%
111,485
+8,355
3464
$1.17M ﹤0.01%
134,552
+68,471
3465
$1.17M ﹤0.01%
62,984
-16,072
3466
$1.17M ﹤0.01%
25,451
-66,479
3467
$1.17M ﹤0.01%
36,994
+15,281
3468
$1.16M ﹤0.01%
110,541
+7,383
3469
$1.16M ﹤0.01%
81,092
-17,361
3470
$1.16M ﹤0.01%
131,419
-13,560
3471
$1.16M ﹤0.01%
107,234
+25,335
3472
$1.16M ﹤0.01%
171,265
-25,271
3473
$1.16M ﹤0.01%
79,240
+1,557
3474
$1.16M ﹤0.01%
33,144
+12,904
3475
$1.16M ﹤0.01%
125,849
-4,695
137 138
139
140 141