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
101
$694M 0.15%
3,519,391
-13,190
102
$674M 0.15%
1,733,498
+160,153
103
$673M 0.15%
23,243,529
+3,292,353
104
$664M 0.14%
2,399,252
+108,217
105
$659M 0.14%
8,772,771
+2,313,434
106
$651M 0.14%
7,771,812
+631,888
107
$651M 0.14%
27,742,610
+9,117,232
108
$643M 0.14%
2,375,837
+6,756
109
$642M 0.14%
2,529,653
+489,903
110
$640M 0.14%
1,031,245
+19,487
111
$640M 0.14%
8,283,529
-26,251
112
$637M 0.14%
7,253,104
-330,032
113
$632M 0.14%
3,063,143
+101,334
114
$628M 0.14%
1,336,622
+44,899
115
$628M 0.14%
701,914
-7,951
116
$617M 0.13%
7,563,980
+1,436,770
117
$616M 0.13%
4,875,931
+770,655
118
$608M 0.13%
3,225,588
-28,350
119
$607M 0.13%
960,508
+41,665
120
$597M 0.13%
3,827,853
+320,091
121
$588M 0.13%
26,711,997
+2,650,793
122
$587M 0.13%
12,952,201
+3,164
123
$582M 0.13%
2,209,110
+72,804
124
$581M 0.13%
6,332,245
-544,585
125
$559M 0.12%
5,586,730
+514,462
3 4
5
6 7