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
3776
$776K ﹤0.01%
170,557
+100,881
3777
$776K ﹤0.01%
116,505
+110,364
3778
$775K ﹤0.01%
23,682
-305
3779
$769K ﹤0.01%
152,651
-6,707
3780
$769K ﹤0.01%
59,970
+40,625
3781
$768K ﹤0.01%
219,460
+27,883
3782
$768K ﹤0.01%
67,159
+19,998
3783
$767K ﹤0.01%
23,682
-667
3784
$765K ﹤0.01%
130,124
-3,160
3785
$765K ﹤0.01%
106,848
+34,994
3786
$761K ﹤0.01%
122,204
-300,923
3787
$760K ﹤0.01%
59,077
+882
3788
$758K ﹤0.01%
50,286
-6,770
3789
$756K ﹤0.01%
85,519
+45,061
3790
$755K ﹤0.01%
59,167
-14,093
3791
$755K ﹤0.01%
114,866
-11,863
3792
$755K ﹤0.01%
43,322
+21,833
3793
$754K ﹤0.01%
53,503
+33,086
3794
$752K ﹤0.01%
5,792
+1,396
3795
$749K ﹤0.01%
48,943
+4,008
3796
$745K ﹤0.01%
5,713
+1,761
3797
$744K ﹤0.01%
23,107
+5,052
3798
$743K ﹤0.01%
16,019
+15,496
3799
$742K ﹤0.01%
229,076
+198,937
3800
$742K ﹤0.01%
7,598
+2,408
150 151
152
153 154