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
651
$75M 0.02%
309,183
+117,709
652
$74.9M 0.02%
651,086
+263,698
653
$74.5M 0.02%
1,654,161
-736,467
654
$74.3M 0.02%
3,611,900
+114,722
655
$73.2M 0.02%
1,758,150
+145,890
656
$72.9M 0.02%
432,620
+48,990
657
$72.9M 0.02%
661,543
-82,841
658
$72.7M 0.02%
457,367
-2,552
659
$72.6M 0.02%
631,340
-65,667
660
$72.6M 0.02%
2,563,100
-53,020
661
$72.4M 0.02%
818,606
-57,527
662
$72.4M 0.02%
415,783
+39,104
663
$72.2M 0.02%
802,401
+349,732
664
$72M 0.02%
4,152,685
+70,597
665
$71.7M 0.02%
636,915
+347,864
666
$71.5M 0.02%
3,326,973
-77,337
667
$71.3M 0.02%
223,675
+21,583
668
$71.1M 0.02%
2,945,022
-58,735
669
$70.7M 0.02%
595,369
+101,014
670
$70.7M 0.02%
495,294
-502,635
671
$70.4M 0.02%
668,386
-304,483
672
$70.1M 0.02%
582,206
-3,434
673
$70M 0.02%
246,590
+58,636
674
$69.9M 0.02%
1,036,027
+123,734
675
$69.7M 0.02%
4,741,994
+842,441
25 26
27
28 29