UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
26
$1.88B 0.41%
11,601,447
+1,293,617
27
$1.85B 0.4%
23,755,992
+273,690
28
$1.81B 0.39%
3,421,398
+122,326
29
$1.78B 0.39%
3,597,773
+200,827
30
$1.76B 0.38%
24,466,731
+208,405
31
$1.75B 0.38%
5,735,868
-6,879
32
$1.74B 0.38%
6,644,626
-2,047,442
33
$1.74B 0.38%
15,306,342
+803,614
34
$1.68B 0.37%
10,251,562
+1,779,498
35
$1.58B 0.34%
2,546,659
+50,816
36
$1.54B 0.34%
24,715,600
+2,749,092
37
$1.54B 0.33%
28,866,096
-899,826
38
$1.54B 0.33%
5,609,519
+467,282
39
$1.53B 0.33%
18,135,811
+1,354,284
40
$1.49B 0.32%
10,127,288
-221,690
41
$1.49B 0.32%
18,456,149
-617,276
42
$1.45B 0.32%
5,495,042
+28,699
43
$1.41B 0.31%
26,641,776
+82,471
44
$1.36B 0.3%
8,004,565
+785,889
45
$1.35B 0.29%
7,915,512
-534,718
46
$1.33B 0.29%
11,333,708
+156,895
47
$1.3B 0.28%
6,872,118
+121,475
48
$1.26B 0.28%
6,386,021
-62,258
49
$1.24B 0.27%
7,125,137
-306,644
50
$1.21B 0.26%
4,269,515
+46,933
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2
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