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
901
$42.7M 0.01%
517,416
+22,570
902
$42.6M 0.01%
167,438
+6,104
903
$42.4M 0.01%
654,378
+402,104
904
$42.3M 0.01%
606,768
+52,819
905
$42.3M 0.01%
864,975
+434,019
906
$42.2M 0.01%
679,215
+62,515
907
$42M 0.01%
1,519,813
-26,224
908
$41.9M 0.01%
1,099,914
-7,406
909
$41.8M 0.01%
399,819
-12,745
910
$41.7M 0.01%
158,957
+11,399
911
$41.6M 0.01%
559,305
+17,511
912
$41.5M 0.01%
852,887
-70,235
913
$41.4M 0.01%
359,569
+42,642
914
$41.4M 0.01%
92,010
+32,220
915
$41.1M 0.01%
534,351
+21,304
916
$41.1M 0.01%
499,938
-2,387
917
$41M 0.01%
814,221
-177,832
918
$41M 0.01%
916,365
+9,834
919
$40.9M 0.01%
321,605
+39,769
920
$40.9M 0.01%
155,205
-516
921
$40.8M 0.01%
1,097,247
-599,754
922
$40.6M 0.01%
117,971
-1,645
923
$40.5M 0.01%
140,113
+86,921
924
$40.5M 0.01%
232,496
+143,228
925
$40.2M 0.01%
459,689
+120,075
35 36
37
38 39