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
3401
$2.91M ﹤0.01%
191,438
-57,389
3402
$2.91M ﹤0.01%
83,042
-4,593
3403
$2.9M ﹤0.01%
27,105
+15,608
3404
$2.9M ﹤0.01%
66,853
+41,690
3405
$2.9M ﹤0.01%
789,124
-25,120
3406
$2.9M ﹤0.01%
131,705
-55,519
3407
$2.9M ﹤0.01%
119,277
+10,449
3408
$2.89M ﹤0.01%
300,729
-158,790
3409
$2.89M ﹤0.01%
36,127
+35,826
3410
$2.89M ﹤0.01%
1,107,794
+903,301
3411
$2.89M ﹤0.01%
53,400
+43,510
3412
$2.89M ﹤0.01%
302,543
+209,267
3413
$2.88M ﹤0.01%
1,715,695
+1,682,732
3414
$2.87M ﹤0.01%
283,668
+26,506
3415
$2.87M ﹤0.01%
80,101
-18,464
3416
$2.87M ﹤0.01%
255,260
+182,157
3417
$2.87M ﹤0.01%
161,330
+17,273
3418
$2.87M ﹤0.01%
192,333
+133,939
3419
$2.87M ﹤0.01%
235,713
+50,160
3420
$2.87M ﹤0.01%
107,924
-1,858
3421
$2.87M ﹤0.01%
343,818
+323,884
3422
$2.87M ﹤0.01%
750,390
+697,055
3423
$2.86M ﹤0.01%
415,807
+326,753
3424
$2.86M ﹤0.01%
519,660
+222,387
3425
$2.85M ﹤0.01%
169,775
+14,368
135 136
137
138 139