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
$446B
AUM Growth
+$89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,434
New
Increased
Reduced
Closed

Top Buys

1
+$1.17B
2
+$851M
3
+$833M
4
MSFT icon
Microsoft
MSFT
+$802M
5
AMD icon
Advanced Micro Devices
AMD
+$676M

Top Sells

1
+$499M
2
+$159M
3
+$159M
4
LLY icon
Eli Lilly
LLY
+$150M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$126M

Sector Composition

1 Technology 22.46%
2 Financials 10.98%
3 Consumer Discretionary 8.5%
4 Healthcare 7.58%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$363M 0.07%
2,034,303
+970,627
227
$362M 0.07%
522,282
+58,743
228
$362M 0.07%
851,655
+228,053
229
$361M 0.07%
2,794,490
+73,686
230
$357M 0.07%
1,954,708
+621,283
231
$356M 0.07%
4,175,843
+317,973
232
$356M 0.07%
10,506,711
-654,680
233
$356M 0.07%
6,957,205
+623,859
234
$355M 0.07%
3,435,185
+14,402
235
$352M 0.07%
4,006,929
+307,598
236
$348M 0.06%
4,844,731
+204,274
237
$348M 0.06%
3,063,775
+1,530,983
238
$348M 0.06%
863,036
+88,821
239
$347M 0.06%
11,293,518
+7,404,202
240
$343M 0.06%
3,866,056
+23,863
241
$342M 0.06%
3,535,024
+202,460
242
$341M 0.06%
1,722,474
+94,176
243
$341M 0.06%
1,452,177
+551,643
244
$338M 0.06%
3,658,293
-425,586
245
$337M 0.06%
4,380,443
+2,104,556
246
$336M 0.06%
980,610
+132,761
247
$335M 0.06%
587,195
+146,786
248
$333M 0.06%
6,627,896
+45,137
249
$326M 0.06%
1,148,148
+598,823
250
$326M 0.06%
671,439
+261,176
8 9
10
11 12