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
3726
$823K ﹤0.01%
86,682
-19,065
3727
$822K ﹤0.01%
34,610
+2,611
3728
$822K ﹤0.01%
44,172
+36,587
3729
$819K ﹤0.01%
32,340
-1,549
3730
$817K ﹤0.01%
37,551
+1,959
3731
$817K ﹤0.01%
2,890
+1,600
3732
$817K ﹤0.01%
19,489
+3,483
3733
$817K ﹤0.01%
31,684
+2,067
3734
$817K ﹤0.01%
27,485
-16,680
3735
$817K ﹤0.01%
12,809
+1,653
3736
$811K ﹤0.01%
59,770
+12,169
3737
$811K ﹤0.01%
24,519
+5,029
3738
$810K ﹤0.01%
107,132
-687
3739
$808K ﹤0.01%
7,918
-30
3740
$807K ﹤0.01%
283,252
+119,613
3741
$806K ﹤0.01%
65,027
+32,627
3742
$806K ﹤0.01%
20,798
+5,077
3743
$805K ﹤0.01%
31,465
-6,176
3744
$803K ﹤0.01%
12,278
+712
3745
$803K ﹤0.01%
145,963
-31,920
3746
$803K ﹤0.01%
46,287
+44,272
3747
$801K ﹤0.01%
15,227
-403
3748
$801K ﹤0.01%
159,184
-12,370
3749
$800K ﹤0.01%
48,493
-41,410
3750
$800K ﹤0.01%
61,606
+3,496
148 149
150
151 152