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
3426
$2.85M ﹤0.01%
34,579
+19,435
3427
$2.85M ﹤0.01%
114,832
+96,550
3428
$2.84M ﹤0.01%
57,481
+1,857
3429
$2.84M ﹤0.01%
33,030
+24,986
3430
$2.84M ﹤0.01%
175,711
+34,313
3431
$2.84M ﹤0.01%
173,748
-262,105
3432
$2.84M ﹤0.01%
832,402
+334,564
3433
$2.84M ﹤0.01%
1,042,838
-15,109
3434
$2.83M ﹤0.01%
1,133,967
+647,088
3435
$2.83M ﹤0.01%
373,272
+36,555
3436
$2.82M ﹤0.01%
143,940
+6,531
3437
$2.81M ﹤0.01%
90,277
+1,675
3438
$2.81M ﹤0.01%
221,941
+10,896
3439
$2.8M ﹤0.01%
111,242
+71,592
3440
$2.8M ﹤0.01%
70,018
+63,670
3441
$2.8M ﹤0.01%
+87,591
3442
$2.79M ﹤0.01%
1,148
+932
3443
$2.78M ﹤0.01%
73,039
+63,309
3444
$2.78M ﹤0.01%
1,432,865
+1,345,856
3445
$2.77M ﹤0.01%
229,936
+209,786
3446
$2.77M ﹤0.01%
33,521
+33,520
3447
$2.77M ﹤0.01%
174,941
+119,034
3448
$2.77M ﹤0.01%
125,103
+19,471
3449
$2.77M ﹤0.01%
217,826
-13,211
3450
$2.75M ﹤0.01%
80,832
+23,932
136 137
138
139 140