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
226
$291M 0.06%
4,495,199
+1,535,544
227
$290M 0.06%
923,663
+14,658
228
$290M 0.06%
4,020,375
+1,257,383
229
$290M 0.06%
5,666,361
-513,732
230
$287M 0.06%
4,572,694
-25,090
231
$286M 0.06%
271,850
+17,389
232
$284M 0.06%
3,661,188
-186,784
233
$284M 0.06%
7,626,129
+1,783,665
234
$283M 0.06%
1,179,907
+337,989
235
$283M 0.06%
2,532,130
+658,087
236
$282M 0.06%
1,159,067
-3,971
237
$275M 0.06%
847,849
-344,452
238
$275M 0.06%
1,333,425
+87,241
239
$268M 0.06%
2,287,211
+31,361
240
$268M 0.06%
832,024
-9,977
241
$268M 0.06%
1,807,764
-110,826
242
$263M 0.06%
3,270,068
+1,234,490
243
$262M 0.06%
1,562,122
+27,075
244
$259M 0.06%
1,926,734
-103,402
245
$258M 0.06%
2,529,436
+1,802,440
246
$257M 0.06%
3,522,116
+346,353
247
$256M 0.06%
8,994,703
+1,099,909
248
$254M 0.06%
6,719,470
-6,892,686
249
$254M 0.06%
3,026,988
+180,714
250
$253M 0.06%
730,178
+96,986
8 9
10
11 12