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
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
2551
$8.01M ﹤0.01%
13,730
+1,581
2552
$7.99M ﹤0.01%
427,986
+340,794
2553
$7.98M ﹤0.01%
161,809
+93,478
2554
$7.98M ﹤0.01%
625,694
+443,891
2555
$7.97M ﹤0.01%
277,093
-8,761
2556
$7.97M ﹤0.01%
342,576
-11,591
2557
$7.96M ﹤0.01%
260,315
+137,948
2558
$7.95M ﹤0.01%
1,025,483
+59,164
2559
$7.94M ﹤0.01%
347,201
+342,077
2560
$7.94M ﹤0.01%
166,677
+109,593
2561
$7.93M ﹤0.01%
446,807
+13,863
2562
$7.92M ﹤0.01%
216,583
-24,018
2563
$7.91M ﹤0.01%
317,778
+270,912
2564
$7.9M ﹤0.01%
123,288
+59,970
2565
$7.89M ﹤0.01%
58,402
+33,167
2566
$7.89M ﹤0.01%
1,080,601
+894,162
2567
$7.88M ﹤0.01%
1,273,720
+355,999
2568
$7.88M ﹤0.01%
5,086,293
+4,749,058
2569
$7.87M ﹤0.01%
116,531
-23,893
2570
$7.87M ﹤0.01%
234,287
+124,501
2571
$7.87M ﹤0.01%
78,999
+46,957
2572
$7.86M ﹤0.01%
328,123
-18,894
2573
$7.86M ﹤0.01%
91,001
+6,376
2574
$7.85M ﹤0.01%
407,766
+369,651
2575
$7.84M ﹤0.01%
64,578
+29,992
101 102
103
104 105