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
976
$36.1M 0.01%
2,064,343
+45,884
977
$36M 0.01%
269,586
-1,592
978
$36M 0.01%
363,111
-90,267
979
$35.8M 0.01%
617,730
-36,452
980
$35.8M 0.01%
132,468
-25,588
981
$35.7M 0.01%
119,081
+19,583
982
$35.6M 0.01%
574,196
+137,112
983
$35.5M 0.01%
549,999
+133,395
984
$35.5M 0.01%
99,137
+17,361
985
$35.5M 0.01%
972,920
+8,417
986
$35.5M 0.01%
269,739
+8,565
987
$35.3M 0.01%
930,842
-65,090
988
$35.3M 0.01%
4,915,584
-265,020
989
$35.3M 0.01%
446,638
+15,246
990
$35M 0.01%
57,875
-19
991
$34.9M 0.01%
572,696
-16,463
992
$34.9M 0.01%
693,333
+16,243
993
$34.7M 0.01%
558,329
+56,106
994
$34.6M 0.01%
300,870
+117,457
995
$34.3M 0.01%
843,694
+2,764
996
$34.2M 0.01%
198,805
-1,483
997
$34.1M 0.01%
5,190,504
+377,505
998
$34M 0.01%
318,110
+286,258
999
$34M 0.01%
725,292
-120,090
1000
$33.9M 0.01%
62,888
+35,935
38 39
40
41 42