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
3701
$848K ﹤0.01%
45,366
+2,533
3702
$847K ﹤0.01%
68,844
+6,717
3703
$847K ﹤0.01%
298,364
+24,380
3704
$846K ﹤0.01%
46,844
-73,575
3705
$845K ﹤0.01%
44,426
+17,141
3706
$845K ﹤0.01%
13,863
+9,082
3707
$844K ﹤0.01%
25,880
+2,810
3708
$843K ﹤0.01%
14,552
+4,465
3709
$841K ﹤0.01%
154,632
-12,134
3710
$841K ﹤0.01%
103,333
-6,366
3711
$841K ﹤0.01%
52,325
+19,193
3712
$840K ﹤0.01%
22,619
-8,707
3713
$838K ﹤0.01%
84,780
+9,890
3714
$837K ﹤0.01%
135,372
+13,449
3715
$836K ﹤0.01%
38,268
-3,317
3716
$836K ﹤0.01%
74,817
-29,264
3717
$835K ﹤0.01%
51,777
-10,537
3718
$833K ﹤0.01%
35,988
+34,126
3719
$832K ﹤0.01%
11,983
-14,318
3720
$830K ﹤0.01%
25,818
-221
3721
$829K ﹤0.01%
158,123
+21,654
3722
$828K ﹤0.01%
127,138
-250,228
3723
$827K ﹤0.01%
+33,778
3724
$825K ﹤0.01%
19,241
+5,365
3725
$824K ﹤0.01%
+50,500
147 148
149
150 151