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
951
$38.3M 0.01%
674,432
+204,754
952
$38.1M 0.01%
429,611
+87,746
953
$38M 0.01%
254,185
+2,952
954
$38M 0.01%
1,962,454
+425,787
955
$38M 0.01%
1,056,510
+486,336
956
$38M 0.01%
3,066,855
+262,946
957
$37.8M 0.01%
523,263
+208,266
958
$37.7M 0.01%
485,594
-313,060
959
$37.6M 0.01%
731,103
+338,824
960
$37.5M 0.01%
101,353
-22,366
961
$37.5M 0.01%
1,331,863
-40,702
962
$37.5M 0.01%
1,522,797
-124,742
963
$37.2M 0.01%
298,488
+25,039
964
$37.1M 0.01%
637,427
+1,573
965
$37.1M 0.01%
618,132
-16,056
966
$37.1M 0.01%
1,802,570
+7,104
967
$37M 0.01%
483,646
+9,045
968
$37M 0.01%
1,097,299
+47,600
969
$36.8M 0.01%
1,793,170
+1,103,385
970
$36.6M 0.01%
334,446
-233,875
971
$36.5M 0.01%
3,407,470
+992,132
972
$36.5M 0.01%
96,751
+8,013
973
$36.3M 0.01%
379,694
-5,671
974
$36.1M 0.01%
999,386
+5,915
975
$36.1M 0.01%
292,192
+74,497
37 38
39
40 41