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
526
$101M 0.02%
2,323,583
-234,829
527
$99.9M 0.02%
4,882,703
+955,552
528
$99.8M 0.02%
562,786
+86,009
529
$99.7M 0.02%
1,268,556
+16,546
530
$99.6M 0.02%
1,064,850
-66,293
531
$99.6M 0.02%
1,138,694
+119,814
532
$99.2M 0.02%
659,591
+33,520
533
$98.9M 0.02%
807,651
+35,366
534
$98.5M 0.02%
1,588,394
+294,649
535
$98.1M 0.02%
142
-24
536
$97.8M 0.02%
492,178
+63,424
537
$97.7M 0.02%
503,853
+51,342
538
$97.6M 0.02%
2,277,920
+269,790
539
$97.3M 0.02%
1,672,195
-177,915
540
$96.8M 0.02%
2,622,307
-1,943,428
541
$96.8M 0.02%
809,557
-2,288,437
542
$96.6M 0.02%
1,233,169
-556,617
543
$96.3M 0.02%
2,663,015
-561,401
544
$96M 0.02%
1,476,712
-5,297
545
$96M 0.02%
1,793,069
+634,454
546
$95.9M 0.02%
4,146,431
-1,887,170
547
$95.5M 0.02%
911,757
+178,223
548
$95.2M 0.02%
2,693,407
-672,060
549
$95M 0.02%
653,127
-107,823
550
$94.9M 0.02%
961,136
+312,618
20 21
22
23 24