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
751
$59.4M 0.01%
1,721,509
-104,293
752
$59.3M 0.01%
1,741,721
+131,328
753
$59.1M 0.01%
2,344,993
-492,206
754
$59M 0.01%
527,431
-65,144
755
$58.9M 0.01%
666,846
+7,887
756
$58.8M 0.01%
273,903
+68,993
757
$58.5M 0.01%
376,511
+63,407
758
$58.4M 0.01%
133,469
+60,280
759
$58M 0.01%
537,165
+81,795
760
$57.9M 0.01%
1,781,700
+84,771
761
$57.7M 0.01%
261,888
+26,081
762
$57.7M 0.01%
1,404,086
+173,131
763
$57.6M 0.01%
1,370,049
-221,680
764
$57.5M 0.01%
219,924
+5,589
765
$57.1M 0.01%
2,893,795
+34,571
766
$56.8M 0.01%
838,703
-187,057
767
$56.7M 0.01%
1,763,435
+142,693
768
$56.6M 0.01%
192,527
+28,348
769
$56.3M 0.01%
655,638
+108,250
770
$56M 0.01%
898,452
-3,550
771
$55.9M 0.01%
2,286,838
-209,665
772
$55.9M 0.01%
292,363
+9,709
773
$55.9M 0.01%
939,722
-178,916
774
$55.9M 0.01%
693,393
+159,690
775
$55.8M 0.01%
6,190,586
-297,013
29 30
31
32 33