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
151
$460M 0.1%
2,860,591
+118,648
152
$450M 0.1%
4,339,400
+20,596
153
$449M 0.1%
5,402,902
+86,560
154
$445M 0.1%
8,328,352
+22,188
155
$444M 0.1%
11,161,391
+1,674,889
156
$440M 0.1%
7,616,252
-910,441
157
$436M 0.09%
8,587,301
+21,180
158
$434M 0.09%
15,418,893
+394,149
159
$434M 0.09%
3,842,064
+201,450
160
$431M 0.09%
8,352,166
-191,813
161
$431M 0.09%
1,191,885
+75,107
162
$428M 0.09%
4,751,535
+889,044
163
$426M 0.09%
818,440
+94,992
164
$424M 0.09%
7,125,130
+232,275
165
$423M 0.09%
1,508,073
+224,346
166
$422M 0.09%
2,778,789
+300,211
167
$419M 0.09%
4,737,959
-13,587,744
168
$417M 0.09%
4,576,665
+62,648
169
$414M 0.09%
6,609,881
+1,326,424
170
$411M 0.09%
3,045,877
+1,245,642
171
$405M 0.09%
17,923,191
-609,702
172
$403M 0.09%
3,496,778
+702,041
173
$403M 0.09%
1,824,177
+162,827
174
$401M 0.09%
4,083,879
+602,783
175
$398M 0.09%
1,698,192
-68,725
5 6
7
8 9