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
4251
$387K ﹤0.01%
33,586
-67
4252
$387K ﹤0.01%
49,424
-13,766
4253
$386K ﹤0.01%
9,914
+311
4254
$385K ﹤0.01%
2,586
-143
4255
$385K ﹤0.01%
20,808
-22,248
4256
$383K ﹤0.01%
15,941
-1,375
4257
$383K ﹤0.01%
27,063
+2,000
4258
$381K ﹤0.01%
9,689
+2,319
4259
$381K ﹤0.01%
30,259
+3,645
4260
$381K ﹤0.01%
30,736
+157
4261
$380K ﹤0.01%
7,748
+96
4262
$380K ﹤0.01%
237,612
+91,259
4263
$380K ﹤0.01%
9,385
-322
4264
$379K ﹤0.01%
14,475
+3,428
4265
$378K ﹤0.01%
11,689
+2,761
4266
$378K ﹤0.01%
3,796
+718
4267
$376K ﹤0.01%
7,308
-1,843
4268
$376K ﹤0.01%
111,870
+91,671
4269
$376K ﹤0.01%
51,968
-170
4270
$376K ﹤0.01%
33,336
+25,931
4271
$375K ﹤0.01%
2,930
+496
4272
$375K ﹤0.01%
13,607
+176
4273
$375K ﹤0.01%
73,151
+16,520
4274
$374K ﹤0.01%
14,930
+345
4275
$374K ﹤0.01%
9,837
-7,560
169 170
171
172 173