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
3476
$1.16M ﹤0.01%
132,234
+43,709
3477
$1.16M ﹤0.01%
31,292
+31,074
3478
$1.15M ﹤0.01%
86,386
+68,084
3479
$1.15M ﹤0.01%
25,894
+12,409
3480
$1.15M ﹤0.01%
205,873
+24,826
3481
$1.15M ﹤0.01%
11,497
-27,289
3482
$1.15M ﹤0.01%
81,082
+2,141
3483
$1.15M ﹤0.01%
140,505
+95,066
3484
$1.15M ﹤0.01%
25,927
+4,932
3485
$1.15M ﹤0.01%
84,859
+57,979
3486
$1.15M ﹤0.01%
26,685
+19,892
3487
$1.14M ﹤0.01%
53,751
-21,811
3488
$1.14M ﹤0.01%
79,262
-115,353
3489
$1.14M ﹤0.01%
37,684
-9,197
3490
$1.14M ﹤0.01%
29,151
-1,780
3491
$1.14M ﹤0.01%
7,530
-556
3492
$1.14M ﹤0.01%
435,850
-26,192
3493
$1.14M ﹤0.01%
90,028
-3,426
3494
$1.14M ﹤0.01%
50,524
-8,751
3495
$1.14M ﹤0.01%
14,982
+1,754
3496
$1.13M ﹤0.01%
25,572
-15,389
3497
$1.13M ﹤0.01%
47,970
+29,808
3498
$1.13M ﹤0.01%
461,043
+19,607
3499
$1.13M ﹤0.01%
200,125
-3,902
3500
$1.13M ﹤0.01%
56,631
-12,046
138 139
140
141 142