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
876
$44.3M 0.01%
652,111
+50,272
877
$44.1M 0.01%
1,899,099
+505,604
878
$44.1M 0.01%
1,178,377
-135,570
879
$44.1M 0.01%
1,049,954
+152,350
880
$44.1M 0.01%
831,550
-30,401
881
$44M 0.01%
1,575,957
+2,608
882
$44M 0.01%
1,447,949
+37,262
883
$44M 0.01%
3,225,256
+543,540
884
$44M 0.01%
678,520
+63,348
885
$44M 0.01%
1,324,304
+108,814
886
$43.9M 0.01%
499,019
+5,956
887
$43.8M 0.01%
974,450
-107,807
888
$43.6M 0.01%
345,578
+35,544
889
$43.5M 0.01%
226,337
+3,460
890
$43.4M 0.01%
920,194
-231,564
891
$43.4M 0.01%
796,097
+262,111
892
$43.4M 0.01%
273,899
-13,228
893
$43.2M 0.01%
712,616
+147,530
894
$43.2M 0.01%
242,720
-30,256
895
$43.2M 0.01%
81,338
-10,699
896
$43.2M 0.01%
1,070,896
-2,197,787
897
$42.9M 0.01%
328,721
+4,066
898
$42.8M 0.01%
155,671
-912
899
$42.8M 0.01%
1,227,144
+361,132
900
$42.8M 0.01%
1,701,204
+198,927
34 35
36
37 38