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
3676
$884K ﹤0.01%
15,506
+12,556
3677
$883K ﹤0.01%
115,125
+67,354
3678
$879K ﹤0.01%
73,103
-29,385
3679
$877K ﹤0.01%
70,530
+6,054
3680
$873K ﹤0.01%
30,252
-147
3681
$873K ﹤0.01%
59,917
+33,199
3682
$871K ﹤0.01%
15,006
+4,536
3683
$870K ﹤0.01%
103,719
-5,560
3684
$870K ﹤0.01%
45,058
+18,055
3685
$870K ﹤0.01%
38,926
+1,150
3686
$869K ﹤0.01%
46,862
+21,432
3687
$869K ﹤0.01%
90,029
-2,932
3688
$868K ﹤0.01%
80,289
+13,149
3689
$865K ﹤0.01%
12,598
+3,458
3690
$865K ﹤0.01%
68,363
-5,375
3691
$859K ﹤0.01%
30,468
+8,621
3692
$859K ﹤0.01%
61,806
+2,701
3693
$858K ﹤0.01%
156,275
+23,381
3694
$856K ﹤0.01%
54,365
+2,815
3695
$856K ﹤0.01%
111,156
+901
3696
$855K ﹤0.01%
8,939
-12,911
3697
$854K ﹤0.01%
19,800
+1,804
3698
$854K ﹤0.01%
92,841
+18,295
3699
$851K ﹤0.01%
4,617
+4,404
3700
$848K ﹤0.01%
111,283
-1,032
146 147
148
149 150