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
3851
$697K ﹤0.01%
11,116
+1,205
3852
$696K ﹤0.01%
4,034
+387
3853
$695K ﹤0.01%
53,255
+61
3854
$694K ﹤0.01%
33,833
+3,660
3855
$692K ﹤0.01%
18,353
-151
3856
$690K ﹤0.01%
1,798
-3,928
3857
$688K ﹤0.01%
99,145
-372,311
3858
$683K ﹤0.01%
17,233
+2,115
3859
$682K ﹤0.01%
+12,049
3860
$681K ﹤0.01%
86,566
-5,538
3861
$680K ﹤0.01%
55,026
+49,483
3862
$679K ﹤0.01%
26,142
+4,032
3863
$679K ﹤0.01%
11,984
+869
3864
$678K ﹤0.01%
30,604
-8,043
3865
$678K ﹤0.01%
216
-33
3866
$677K ﹤0.01%
40,151
-44,195
3867
$677K ﹤0.01%
57,992
+159
3868
$676K ﹤0.01%
30,939
+9,681
3869
$676K ﹤0.01%
11,650
+11,626
3870
$674K ﹤0.01%
6,398
+1,247
3871
$674K ﹤0.01%
17,648
-167
3872
$674K ﹤0.01%
38,986
+15,761
3873
$674K ﹤0.01%
4,098
-1,896
3874
$673K ﹤0.01%
34,412
+13,758
3875
$673K ﹤0.01%
26,864
+1,860
153 154
155
156 157