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
626
$79.2M 0.02%
3,154,145
+123,271
627
$78.8M 0.02%
842,799
+110,336
628
$78.7M 0.02%
1,788,626
-33,468
629
$78.7M 0.02%
482,555
+97,969
630
$78.3M 0.02%
527,501
+28,285
631
$78.3M 0.02%
994,490
+286,871
632
$78.3M 0.02%
490,824
+102,426
633
$78M 0.02%
778,350
-9,843
634
$77.9M 0.02%
1,012,787
+269,238
635
$77.8M 0.02%
1,890,556
+45,398
636
$77.7M 0.02%
688,004
-9,469
637
$77.5M 0.02%
1,484,313
-8,647
638
$76.6M 0.02%
582,859
+214,086
639
$76.5M 0.02%
3,848,079
-637,060
640
$76.3M 0.02%
927,238
+321,568
641
$76.1M 0.02%
734,624
+87,500
642
$76.1M 0.02%
303,724
-50,282
643
$75.9M 0.02%
585,691
-8,880
644
$75.8M 0.02%
930,862
+161,592
645
$75.7M 0.02%
1,805,404
+32,267
646
$75.6M 0.02%
314,053
+72,030
647
$75.5M 0.02%
260,469
+33,346
648
$75.2M 0.02%
552,434
+192,176
649
$75.2M 0.02%
2,554,618
+648,712
650
$75M 0.02%
348,774
+85,481
24 25
26
27 28