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
926
$40.2M 0.01%
1,028,177
+169,479
927
$40.1M 0.01%
307,964
+57,326
928
$40.1M 0.01%
319,408
+29,276
929
$40M 0.01%
1,573,458
+26,914
930
$40M 0.01%
2,723,714
-21,829
931
$40M 0.01%
1,501,951
+806,834
932
$39.9M 0.01%
190,233
+120,931
933
$39.9M 0.01%
474,965
+1,012
934
$39.9M 0.01%
628,717
+418,691
935
$39.7M 0.01%
786,540
-1,793
936
$39.6M 0.01%
1,486,421
-206,746
937
$39.3M 0.01%
613,452
+10,033
938
$39.3M 0.01%
744,648
+56,428
939
$39.2M 0.01%
409,058
+8,305
940
$39.2M 0.01%
1,016,646
-150,863
941
$38.9M 0.01%
374,666
+7,427
942
$38.8M 0.01%
1,313,383
+239,124
943
$38.8M 0.01%
734,983
+524,977
944
$38.7M 0.01%
587,758
+534,060
945
$38.6M 0.01%
186,087
+157,914
946
$38.6M 0.01%
1,109,071
+183,259
947
$38.6M 0.01%
341,460
-47,346
948
$38.5M 0.01%
107,094
-8,053
949
$38.5M 0.01%
301,675
+71,287
950
$38.3M 0.01%
180,630
+7,390
36 37
38
39 40