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
351
$178M 0.04%
1,512,024
+7,473
352
$178M 0.04%
1,763,053
-15,189
353
$177M 0.04%
3,919,980
+291,750
354
$177M 0.04%
1,085,655
-184,072
355
$176M 0.04%
3,458,957
+38,076
356
$175M 0.04%
9,695,354
-1,024,226
357
$175M 0.04%
2,261,180
+78,174
358
$174M 0.04%
1,758,728
+68,846
359
$173M 0.04%
2,359,924
+260,451
360
$172M 0.04%
1,306,415
+1,133
361
$172M 0.04%
866,412
+426,467
362
$172M 0.04%
4,311,639
+193,733
363
$170M 0.04%
757,325
+137,682
364
$169M 0.04%
2,488,853
+287,060
365
$169M 0.04%
1,153,795
+140,265
366
$167M 0.04%
1,002,484
-15,339
367
$166M 0.04%
613,512
-88,118
368
$164M 0.04%
2,106,807
+120,336
369
$164M 0.04%
1,714,273
-204,847
370
$164M 0.04%
2,275,887
+265,486
371
$163M 0.04%
1,009,650
+69,089
372
$163M 0.04%
1,284,625
+236,571
373
$163M 0.04%
1,327,801
-82,807
374
$162M 0.04%
510,081
+64,634
375
$161M 0.04%
2,218,882
-126,542
13 14
15
16 17