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
201
$346M 0.08%
6,582,759
-102,665
202
$343M 0.07%
810,093
+101,162
203
$340M 0.07%
238,083
+10,034
204
$335M 0.07%
6,333,346
+303,121
205
$333M 0.07%
6,100,921
+209,405
206
$330M 0.07%
3,420,783
-21,774
207
$330M 0.07%
3,110,410
-704,928
208
$327M 0.07%
1,628,298
+109,246
209
$325M 0.07%
23,166,793
+9,234,700
210
$324M 0.07%
8,617,027
+18,255
211
$322M 0.07%
5,441,377
+353,856
212
$321M 0.07%
1,548,360
+200,817
213
$313M 0.07%
6,239,996
-362,721
214
$312M 0.07%
1,738,119
+140,812
215
$312M 0.07%
3,247,556
-425,188
216
$311M 0.07%
8,994,921
+353,035
217
$307M 0.07%
3,699,331
+9,597
218
$301M 0.07%
3,332,564
-101,642
219
$301M 0.07%
3,857,870
+59,660
220
$300M 0.07%
3,229,846
-2,511,073
221
$299M 0.07%
2,753,810
-27,289
222
$299M 0.07%
1,969,553
-145,640
223
$293M 0.06%
623,602
+333,424
224
$292M 0.06%
966,907
+112,587
225
$291M 0.06%
1,112,032
-41,021
7 8
9
10 11