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
851
$46.9M 0.01%
656,852
+232,679
852
$46.4M 0.01%
1,030,913
+12,595
853
$46.3M 0.01%
3,601,055
-246,048
854
$46.2M 0.01%
425,168
+226,115
855
$46.2M 0.01%
962,294
-366,556
856
$46M 0.01%
651,702
-190,787
857
$46M 0.01%
1,800,523
+445,093
858
$46M 0.01%
1,988,149
-567,891
859
$45.8M 0.01%
1,035,895
-473,236
860
$45.8M 0.01%
1,756,928
-15,920
861
$45.8M 0.01%
1,617,485
+332,365
862
$45.8M 0.01%
596,507
+25,457
863
$45.7M 0.01%
377,600
-123,084
864
$45.7M 0.01%
2,181,490
-106,913
865
$45.7M 0.01%
2,349,631
-1,777
866
$45.6M 0.01%
1,505,075
-324,445
867
$45.5M 0.01%
364,172
+13,408
868
$45.3M 0.01%
395,672
-4,198
869
$45.3M 0.01%
986,679
-164,614
870
$45M 0.01%
2,437,330
+504,225
871
$44.8M 0.01%
833,673
-592,236
872
$44.7M 0.01%
1,076,050
+73,901
873
$44.7M 0.01%
76,500
+2,761
874
$44.5M 0.01%
440,530
-5,050
875
$44.4M 0.01%
608,109
-28,349
33 34
35
36 37