UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$904M 0.2%
20,136,008
+2,263,190
77
$903M 0.2%
15,726,929
-127,285
78
$898M 0.2%
3,228,557
+112,224
79
$889M 0.19%
5,802,955
-42,567
80
$888M 0.19%
7,551,391
+902,919
81
$884M 0.19%
1,799,527
+124,606
82
$882M 0.19%
9,212,594
-46,982
83
$865M 0.19%
8,996,847
+536,137
84
$858M 0.19%
3,164,754
+337,083
85
$837M 0.18%
3,635,350
+926,739
86
$827M 0.18%
6,067,497
-579,252
87
$822M 0.18%
4,583,976
+174,036
88
$808M 0.18%
16,877,001
-236,259
89
$807M 0.18%
7,964,963
-707,167
90
$800M 0.17%
10,854,642
+203,896
91
$793M 0.17%
1,535,532
+70,694
92
$755M 0.16%
7,746,027
-586,897
93
$749M 0.16%
3,704,730
+20,295
94
$742M 0.16%
7,155,171
+1,096,988
95
$731M 0.16%
2,204,389
+60,930
96
$727M 0.16%
1,859,081
-32,605
97
$725M 0.16%
2,515,180
+85,805
98
$724M 0.16%
3,275,818
-159,725
99
$705M 0.15%
3,029,742
+339,001
100
$698M 0.15%
3,374,739
-426,449
2 3
4
5 6