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
251
$326M 0.06%
5,670,666
-217,681
252
$326M 0.06%
8,112,129
+2,011,208
253
$324M 0.06%
1,275,903
-72,384
254
$322M 0.06%
3,578,542
+1,819,814
255
$319M 0.06%
889,570
+327,511
256
$318M 0.06%
3,450,142
-347,782
257
$315M 0.06%
3,042,413
+510,283
258
$314M 0.06%
2,721,395
+870,788
259
$313M 0.06%
6,342,199
+2,243,297
260
$311M 0.06%
1,952,305
-17,248
261
$311M 0.06%
965,331
+41,668
262
$310M 0.06%
655,105
+170,836
263
$309M 0.06%
3,958,549
+2,415,990
264
$309M 0.06%
4,081,176
+1,375,911
265
$308M 0.06%
1,234,940
+1,161,751
266
$306M 0.06%
2,605,981
+1,745,034
267
$304M 0.06%
1,013,175
+543,849
268
$303M 0.06%
5,757,547
+3,482,073
269
$298M 0.06%
3,871,753
+1,610,573
270
$298M 0.06%
1,380,696
+594,564
271
$297M 0.05%
3,493,873
+1,412,569
272
$295M 0.05%
629,394
+240,477
273
$295M 0.05%
1,756,503
+1,261,209
274
$294M 0.05%
1,157,030
-2,037
275
$293M 0.05%
1,799,967
+539,058
9 10
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