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
3501
$1.13M ﹤0.01%
24,698
+2,161
3502
$1.13M ﹤0.01%
60,254
+1,450
3503
$1.12M ﹤0.01%
26,671
+3,144
3504
$1.12M ﹤0.01%
49,495
-5,942
3505
$1.12M ﹤0.01%
23,480
+3,144
3506
$1.12M ﹤0.01%
48,041
+1,996
3507
$1.12M ﹤0.01%
8,976
+4,401
3508
$1.11M ﹤0.01%
95,705
+85,624
3509
$1.11M ﹤0.01%
73,520
+48,409
3510
$1.11M ﹤0.01%
91,898
-735
3511
$1.1M ﹤0.01%
150,699
+13,525
3512
$1.1M ﹤0.01%
94,806
+11,249
3513
$1.1M ﹤0.01%
92,351
-165,151
3514
$1.1M ﹤0.01%
88,386
+6,382
3515
$1.1M ﹤0.01%
+44,162
3516
$1.09M ﹤0.01%
24,136
-35,005
3517
$1.09M ﹤0.01%
642,849
-186,285
3518
$1.09M ﹤0.01%
73,283
+35,638
3519
$1.09M ﹤0.01%
+27,915
3520
$1.09M ﹤0.01%
32,902
-1,969
3521
$1.09M ﹤0.01%
8,657
+2,739
3522
$1.09M ﹤0.01%
59,715
+22,408
3523
$1.08M ﹤0.01%
210,993
+94,548
3524
$1.08M ﹤0.01%
220,941
-13,157
3525
$1.07M ﹤0.01%
46,380
+3,302
139 140
141
142 143