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
276
$224M 0.05%
3,130,401
-2,517,832
277
$224M 0.05%
900,534
-24,968
278
$224M 0.05%
1,690,546
+36,107
279
$223M 0.05%
4,780,700
+279,621
280
$223M 0.05%
495,987
+55,768
281
$223M 0.05%
4,228,581
+392,306
282
$222M 0.05%
871,218
-90,536
283
$222M 0.05%
3,918,350
+363,899
284
$220M 0.05%
1,575,210
+102,691
285
$220M 0.05%
3,801,323
+1,007,762
286
$219M 0.05%
1,850,607
+692,376
287
$219M 0.05%
3,364,728
-363,518
288
$219M 0.05%
6,022,602
+1,360,184
289
$219M 0.05%
2,705,265
+133,236
290
$218M 0.05%
440,409
-30,244
291
$216M 0.05%
1,687,491
+533,846
292
$215M 0.05%
1,793,597
-325,504
293
$214M 0.05%
104,196
+186
294
$213M 0.05%
382,201
+49,129
295
$212M 0.05%
4,567,286
-602,979
296
$212M 0.05%
895,331
-109,552
297
$211M 0.05%
4,098,902
+1,336,398
298
$211M 0.05%
1,142,175
+104,936
299
$211M 0.05%
2,357,521
-204,876
300
$210M 0.05%
4,011,242
+414,087
10 11
12
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