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
4126
$470K ﹤0.01%
16,157
+3,504
4127
$470K ﹤0.01%
5,452
-2,598
4128
$469K ﹤0.01%
101,181
+20,072
4129
$469K ﹤0.01%
38,378
+6,367
4130
$469K ﹤0.01%
19,296
+1,729
4131
$468K ﹤0.01%
10,018
+10,014
4132
$468K ﹤0.01%
18,469
+5,716
4133
$467K ﹤0.01%
14,353
+6,100
4134
$466K ﹤0.01%
130,574
+61,566
4135
$465K ﹤0.01%
34,392
-5,762
4136
$461K ﹤0.01%
26,355
+2,070
4137
$461K ﹤0.01%
10,685
-1,453
4138
$459K ﹤0.01%
116,457
-22,032
4139
$458K ﹤0.01%
10,974
+9,251
4140
$458K ﹤0.01%
44,176
-2,043
4141
$458K ﹤0.01%
16,694
+980
4142
$456K ﹤0.01%
33,764
+2,676
4143
$455K ﹤0.01%
10,287
-8,829
4144
$455K ﹤0.01%
16,928
-12,222
4145
$455K ﹤0.01%
20,260
+1,256
4146
$453K ﹤0.01%
154,229
+54,758
4147
$453K ﹤0.01%
10,762
+7,053
4148
$453K ﹤0.01%
15,305
+2,048
4149
$453K ﹤0.01%
19,693
+1,799
4150
$452K ﹤0.01%
+31,421
164 165
166
167 168