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
376
$160M 0.03%
2,782,200
+148,749
377
$160M 0.03%
1,782,624
+467,106
378
$160M 0.03%
753,884
+310,953
379
$159M 0.03%
1,063,676
+54,394
380
$159M 0.03%
610,682
+223,034
381
$159M 0.03%
2,686,721
-501,297
382
$158M 0.03%
1,135,186
+2,565
383
$158M 0.03%
1,961,657
+212,491
384
$158M 0.03%
1,369,821
-13,225
385
$156M 0.03%
626,919
+31,648
386
$156M 0.03%
2,730,502
-20,261
387
$156M 0.03%
1,600,222
-149,740
388
$156M 0.03%
817,052
+77,488
389
$156M 0.03%
8,970,329
+677,125
390
$155M 0.03%
1,491,876
+436,918
391
$155M 0.03%
597,254
-4,053
392
$155M 0.03%
1,625,231
-10,170
393
$155M 0.03%
549,325
+52,784
394
$154M 0.03%
3,043,962
-119,699
395
$153M 0.03%
3,044,110
+361,637
396
$152M 0.03%
1,532,792
+104,892
397
$152M 0.03%
2,269,128
+1,187,367
398
$152M 0.03%
7,945,518
+576,897
399
$150M 0.03%
4,210,182
+701,140
400
$150M 0.03%
1,409,660
-7,944
14 15
16
17 18