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
301
$210M 0.05%
814,984
+28,928
302
$210M 0.05%
1,107,091
+109,302
303
$209M 0.05%
2,532,597
+32,893
304
$209M 0.05%
1,382,470
+195,305
305
$209M 0.05%
1,234,829
+292,824
306
$208M 0.05%
410,263
-15,655
307
$207M 0.05%
1,873,331
-152,254
308
$207M 0.05%
1,879,626
+126,793
309
$206M 0.04%
742,636
+68,048
310
$205M 0.04%
388,917
+27,638
311
$205M 0.04%
3,427,611
-311,131
312
$205M 0.04%
9,042,383
+4,399,849
313
$204M 0.04%
2,221,654
+40,250
314
$203M 0.04%
2,614,488
-86,863
315
$203M 0.04%
3,078,386
+1,100,828
316
$202M 0.04%
1,549,293
+156,489
317
$202M 0.04%
1,830,175
-77,268
318
$201M 0.04%
4,064,484
+434,995
319
$200M 0.04%
1,875,289
-106,436
320
$199M 0.04%
2,376,943
+298,672
321
$199M 0.04%
2,385,578
+12,835
322
$198M 0.04%
7,870,776
+4,097
323
$197M 0.04%
5,399,355
+1,158,359
324
$197M 0.04%
3,577,316
-110,653
325
$196M 0.04%
212,422
+95,244
11 12
13
14 15