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
3626
$941K ﹤0.01%
17,845
+5,760
3627
$940K ﹤0.01%
93,276
-142,828
3628
$940K ﹤0.01%
61,157
-7,897
3629
$939K ﹤0.01%
88,948
+28,583
3630
$937K ﹤0.01%
5,127
+667
3631
$932K ﹤0.01%
25,284
+7,814
3632
$931K ﹤0.01%
33,380
+31,303
3633
$930K ﹤0.01%
48,571
-3,192
3634
$929K ﹤0.01%
15,888
-7,982
3635
$928K ﹤0.01%
25,725
+3,095
3636
$927K ﹤0.01%
183,655
+24,143
3637
$927K ﹤0.01%
514,942
-75,141
3638
$926K ﹤0.01%
20,906
3639
$926K ﹤0.01%
33,254
-9,569
3640
$926K ﹤0.01%
77,547
-81,078
3641
$926K ﹤0.01%
24,504
+16,603
3642
$924K ﹤0.01%
211,379
+16,161
3643
$923K ﹤0.01%
135,972
-25,893
3644
$923K ﹤0.01%
129,296
-29,890
3645
$923K ﹤0.01%
102,078
+15,564
3646
$921K ﹤0.01%
37,154
+17,169
3647
$921K ﹤0.01%
19,370
-353
3648
$919K ﹤0.01%
16,763
-1,688
3649
$919K ﹤0.01%
43,155
+740
3650
$919K ﹤0.01%
79,223
+31,098
144 145
146
147 148