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
776
$55.8M 0.01%
570,850
+3,475
777
$55.7M 0.01%
1,159,100
+5,874
778
$55.7M 0.01%
475,172
+109,280
779
$55.5M 0.01%
227,439
-684
780
$55.4M 0.01%
1,356,393
-1,012,723
781
$55.2M 0.01%
1,129,144
-187,393
782
$55.1M 0.01%
404,969
+77,849
783
$55M 0.01%
955,111
+132,628
784
$55M 0.01%
421,594
-199,377
785
$55M 0.01%
444,889
-58,664
786
$54.9M 0.01%
962,239
-222,173
787
$54.9M 0.01%
1,842,170
+868,856
788
$54.8M 0.01%
2,250,418
+251,931
789
$54.8M 0.01%
674,521
-67,088
790
$54.5M 0.01%
1,458,684
+12,523
791
$54.5M 0.01%
1,141,117
+445,163
792
$54.5M 0.01%
729,583
+132,774
793
$54.3M 0.01%
1,101,751
-157,842
794
$54.1M 0.01%
639,718
+49,280
795
$54M 0.01%
436,883
+82,853
796
$53.9M 0.01%
256,809
+25,203
797
$53.8M 0.01%
2,248,866
+399,036
798
$53.8M 0.01%
1,009,842
-278,657
799
$53.7M 0.01%
1,061,026
+265,437
800
$52.9M 0.01%
986,111
+7,940
30 31
32
33 34