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
476
$120M 0.03%
626,650
+1,445
477
$119M 0.03%
888,864
+423,814
478
$119M 0.03%
2,275,474
-299,166
479
$118M 0.03%
1,790,155
+132,265
480
$118M 0.03%
874,858
+144,004
481
$118M 0.03%
1,080,453
+41,319
482
$118M 0.03%
2,371,772
+299,217
483
$118M 0.03%
4,058,953
-51,484
484
$118M 0.03%
495,799
+54,476
485
$118M 0.03%
1,290,714
-171,884
486
$117M 0.03%
1,075,882
+37,715
487
$117M 0.03%
1,019,372
+85,101
488
$117M 0.03%
3,059,824
+75,321
489
$116M 0.03%
4,300,285
+250,909
490
$116M 0.03%
229,177
+7,412
491
$115M 0.03%
2,414,164
+13,616
492
$114M 0.02%
957,724
+43,525
493
$114M 0.02%
2,542,221
+354,823
494
$114M 0.02%
3,411,943
+815,933
495
$113M 0.02%
1,570,877
-518,672
496
$113M 0.02%
1,045,439
+35,553
497
$112M 0.02%
3,758,070
-1,255,343
498
$112M 0.02%
416,879
+74,476
499
$111M 0.02%
3,248,998
-71,235
500
$111M 0.02%
553,332
+20,316
18 19
20
21 22