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
3526
$1.07M ﹤0.01%
465,109
+65,526
3527
$1.06M ﹤0.01%
57,268
-37,362
3528
$1.06M ﹤0.01%
139,083
-642,263
3529
$1.06M ﹤0.01%
89,254
+34,779
3530
$1.06M ﹤0.01%
65,308
+2,303
3531
$1.06M ﹤0.01%
33,474
+12,906
3532
$1.06M ﹤0.01%
24,202
+18,496
3533
$1.06M ﹤0.01%
15,939
-1,555
3534
$1.06M ﹤0.01%
60,751
-8,747
3535
$1.05M ﹤0.01%
73,281
-2,505
3536
$1.05M ﹤0.01%
161,954
+2,918
3537
$1.05M ﹤0.01%
93,607
-2,670
3538
$1.05M ﹤0.01%
25,493
+9,552
3539
$1.05M ﹤0.01%
+25,000
3540
$1.05M ﹤0.01%
5,839
-2,045
3541
$1.05M ﹤0.01%
26,269
+18,791
3542
$1.05M ﹤0.01%
55,044
+4,097
3543
$1.05M ﹤0.01%
16,955
-16,975
3544
$1.05M ﹤0.01%
10,244
+5,266
3545
$1.05M ﹤0.01%
142,571
+38,105
3546
$1.05M ﹤0.01%
62,506
+17,738
3547
$1.05M ﹤0.01%
28,660
+26,308
3548
$1.04M ﹤0.01%
21,450
-1,923
3549
$1.04M ﹤0.01%
127,791
-76,994
3550
$1.04M ﹤0.01%
21,957
+471
140 141
142
143 144