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
1001
$33.9M 0.01%
545,963
-353,943
1002
$33.8M 0.01%
1,437,913
+12,638
1003
$33.8M 0.01%
1,318,426
-428,896
1004
$33.6M 0.01%
216,875
-50,091
1005
$33.5M 0.01%
464,187
+23,789
1006
$33.4M 0.01%
1,666,060
-33,061
1007
$33.3M 0.01%
101,458
+12,422
1008
$33.3M 0.01%
369,357
+89,143
1009
$33.3M 0.01%
2,538,542
+75,222
1010
$33.3M 0.01%
503,046
+52,193
1011
$33.2M 0.01%
159,144
+2,998
1012
$33.1M 0.01%
408,807
+11,705
1013
$33M 0.01%
539,019
+240,211
1014
$33M 0.01%
1,039,592
+68,586
1015
$32.9M 0.01%
336,216
-462
1016
$32.9M 0.01%
1,866,882
+583,315
1017
$32.8M 0.01%
271,172
+53,387
1018
$32.8M 0.01%
164,610
+17,594
1019
$32.7M 0.01%
206,220
+3,179
1020
$32.7M 0.01%
116,289
+13,653
1021
$32.7M 0.01%
510,882
-19,396
1022
$32.6M 0.01%
624,565
-187,142
1023
$32.6M 0.01%
1,623,412
+592,989
1024
$32.5M 0.01%
332,837
-34,955
1025
$32.5M 0.01%
845,923
+265,913
39 40
41
42 43