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
426
$140M 0.03%
2,081,304
+16,048
427
$140M 0.03%
3,724,874
+529,682
428
$139M 0.03%
1,243,523
+263,827
429
$139M 0.03%
1,029,814
-22,585
430
$137M 0.03%
596,454
+45,839
431
$137M 0.03%
1,017,029
-1,462,738
432
$137M 0.03%
1,422,168
+376,101
433
$137M 0.03%
3,889,316
+76,648
434
$137M 0.03%
1,752,334
-79,986
435
$136M 0.03%
2,892,004
+547,427
436
$135M 0.03%
2,388,440
+309,635
437
$134M 0.03%
1,595,626
+153,448
438
$133M 0.03%
1,266,565
+95,506
439
$133M 0.03%
2,257,975
-20,894
440
$132M 0.03%
614,821
+135,824
441
$132M 0.03%
388,479
-5,185
442
$132M 0.03%
4,381,752
+745,390
443
$132M 0.03%
1,850,813
+85,134
444
$131M 0.03%
12,440,050
+1,956,562
445
$131M 0.03%
3,282,493
+1,622,407
446
$131M 0.03%
723,023
+53,469
447
$131M 0.03%
460,707
+2,738
448
$131M 0.03%
3,220,221
+113,267
449
$130M 0.03%
1,618,187
+128,563
450
$130M 0.03%
924,085
+61,435
16 17
18
19 20