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
326
$196M 0.04%
1,637,815
-190,901
327
$196M 0.04%
5,884,445
-470,128
328
$195M 0.04%
3,079,249
+661,661
329
$195M 0.04%
4,277,682
-203,400
330
$194M 0.04%
2,180,080
+450,729
331
$194M 0.04%
562,059
+18,782
332
$191M 0.04%
3,558,761
+299,807
333
$191M 0.04%
525,214
+114,174
334
$191M 0.04%
469,326
+63,201
335
$189M 0.04%
5,568,403
+3,003,809
336
$189M 0.04%
761,338
+56,797
337
$189M 0.04%
1,328,103
-141,708
338
$187M 0.04%
1,087,528
+80,095
339
$187M 0.04%
542,818
+2,759
340
$187M 0.04%
2,574,160
+826,489
341
$186M 0.04%
1,919,646
-188,990
342
$186M 0.04%
3,805,605
+181,889
343
$185M 0.04%
1,029,247
+61,701
344
$185M 0.04%
8,942,946
+255,690
345
$182M 0.04%
3,488,296
+202,843
346
$181M 0.04%
786,132
-260,820
347
$181M 0.04%
21,773,049
-76,474
348
$181M 0.04%
3,574,524
-160,692
349
$179M 0.04%
9,063,223
-1,589,149
350
$178M 0.04%
739,698
+109,757
12 13
14
15 16