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
2626
$7.39M ﹤0.01%
1,829,784
+1,628,190
2627
$7.39M ﹤0.01%
187,678
+116,966
2628
$7.38M ﹤0.01%
395,746
+296,814
2629
$7.37M ﹤0.01%
425,959
+186,776
2630
$7.37M ﹤0.01%
472,284
+444,532
2631
$7.35M ﹤0.01%
480,654
+320,279
2632
$7.34M ﹤0.01%
157,640
+20,331
2633
$7.33M ﹤0.01%
608,732
+48,013
2634
$7.33M ﹤0.01%
264,148
-3,193
2635
$7.28M ﹤0.01%
60,935
-10,941
2636
$7.28M ﹤0.01%
112,906
+105,561
2637
$7.24M ﹤0.01%
+229,106
2638
$7.23M ﹤0.01%
78,265
-18,820
2639
$7.23M ﹤0.01%
200,026
+91,168
2640
$7.23M ﹤0.01%
115,546
+1,560
2641
$7.23M ﹤0.01%
53,804
+3,608
2642
$7.22M ﹤0.01%
467,278
+248,050
2643
$7.22M ﹤0.01%
1,828,647
+305,653
2644
$7.22M ﹤0.01%
154,830
+80,606
2645
$7.21M ﹤0.01%
968,434
+892,456
2646
$7.2M ﹤0.01%
38,486
+33,359
2647
$7.18M ﹤0.01%
23,948
+8,568
2648
$7.17M ﹤0.01%
37,971
+702
2649
$7.16M ﹤0.01%
569,963
+231,829
2650
$7.16M ﹤0.01%
316,875
+229,664
104 105
106
107 108