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
601
$83.2M 0.02%
592,534
-123,260
602
$83.1M 0.02%
966,835
+92,330
603
$83M 0.02%
2,815,693
-3,327,258
604
$82.7M 0.02%
1,627,449
-157,374
605
$82.7M 0.02%
210,942
+120,261
606
$82.6M 0.02%
2,612,610
-121,741
607
$82.5M 0.02%
1,612,696
-48,420
608
$82.4M 0.02%
871,231
+66,058
609
$82.4M 0.02%
2,073,859
+171,421
610
$82.3M 0.02%
1,024,301
-65,847
611
$82.1M 0.02%
1,549,007
-513,453
612
$82M 0.02%
748,645
+159,220
613
$81.9M 0.02%
366,324
-17,675
614
$81.8M 0.02%
457,331
+131,667
615
$81.5M 0.02%
1,747,848
+550,174
616
$80.7M 0.02%
4,126,980
+515,424
617
$80.7M 0.02%
3,490,860
+158,167
618
$80.4M 0.02%
2,660,305
-220,822
619
$80.3M 0.02%
1,064,885
+282,688
620
$80.3M 0.02%
53,562
+7,799
621
$79.7M 0.02%
364,807
-2,884
622
$79.6M 0.02%
511,056
-74,508
623
$79.6M 0.02%
385,245
+4,257
624
$79.3M 0.02%
602,785
+282,733
625
$79.2M 0.02%
1,078,568
-31,630
23 24
25
26 27