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
451
$129M 0.03%
1,739,131
+459,070
452
$129M 0.03%
2,534,875
-154,163
453
$128M 0.03%
1,805,196
-201,746
454
$128M 0.03%
878,499
-27,111
455
$128M 0.03%
725,143
+94,194
456
$127M 0.03%
1,178,552
-16,555
457
$127M 0.03%
2,059,884
+241,878
458
$126M 0.03%
2,158,886
+36,942
459
$126M 0.03%
3,355,642
-43,972
460
$126M 0.03%
1,061,134
+413,042
461
$125M 0.03%
2,082,588
-24,189
462
$125M 0.03%
795,291
-166,216
463
$125M 0.03%
867,637
+49,179
464
$124M 0.03%
39,439
+1,333
465
$124M 0.03%
318,119
-22,873
466
$124M 0.03%
1,188,686
-41,977
467
$123M 0.03%
4,457,889
-85,224
468
$123M 0.03%
1,464,158
-633
469
$123M 0.03%
2,729,305
-270,669
470
$123M 0.03%
503,303
+10,020
471
$123M 0.03%
6,516,291
+205,018
472
$122M 0.03%
2,598,923
-173,341
473
$122M 0.03%
4,530,767
+200,096
474
$122M 0.03%
602,441
-111,882
475
$121M 0.03%
667,616
+15,983
17 18
19
20 21