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
1976
$7.08M ﹤0.01%
389,816
+99,273
1977
$7.07M ﹤0.01%
279,839
+180,408
1978
$7.05M ﹤0.01%
1,135,146
+206,397
1979
$7.04M ﹤0.01%
31,534
+9,898
1980
$7.03M ﹤0.01%
105,661
-50,834
1981
$7.03M ﹤0.01%
269,432
-2,257
1982
$7.01M ﹤0.01%
184,797
+61,742
1983
$6.98M ﹤0.01%
1,641,754
-105,363
1984
$6.95M ﹤0.01%
364,640
-1,501
1985
$6.95M ﹤0.01%
64,794
+14,177
1986
$6.94M ﹤0.01%
99,409
+2,479
1987
$6.93M ﹤0.01%
107,836
+17,021
1988
$6.93M ﹤0.01%
263,325
+194,153
1989
$6.93M ﹤0.01%
270,713
+47,302
1990
$6.92M ﹤0.01%
33,004
+7,167
1991
$6.92M ﹤0.01%
215,705
+4,907
1992
$6.91M ﹤0.01%
227,053
+76,094
1993
$6.9M ﹤0.01%
287,079
+37,547
1994
$6.9M ﹤0.01%
111,617
+33,673
1995
$6.89M ﹤0.01%
89,511
-17,673
1996
$6.88M ﹤0.01%
62,733
+31,578
1997
$6.86M ﹤0.01%
210,887
+10,118
1998
$6.85M ﹤0.01%
280,435
+248,919
1999
$6.84M ﹤0.01%
492,553
+139,349
2000
$6.79M ﹤0.01%
150,289
-5,211
78 79
80
81 82