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
326
$254M 0.05%
5,812,884
+4,408,798
327
$254M 0.05%
2,269,674
+1,681,675
328
$253M 0.05%
1,675,060
+978,701
329
$253M 0.05%
2,234,307
+1,158,425
330
$252M 0.05%
3,850,492
+2,098,158
331
$251M 0.05%
4,855,927
+627,346
332
$248M 0.05%
7,279,969
-1,337,058
333
$248M 0.05%
476,551
+94,350
334
$247M 0.05%
883,549
+21,429
335
$247M 0.05%
1,527,158
-34,964
336
$247M 0.05%
23,367,440
+15,361,403
337
$247M 0.05%
1,506,370
+418,842
338
$246M 0.05%
1,389,766
+380,116
339
$243M 0.04%
143,025
+38,829
340
$243M 0.04%
410,572
+198,150
341
$242M 0.04%
4,773,463
+1,314,506
342
$240M 0.04%
2,740,480
+363,537
343
$240M 0.04%
1,547,283
+1,125,959
344
$239M 0.04%
2,014,500
+814,233
345
$237M 0.04%
6,618,867
+596,265
346
$237M 0.04%
1,128,041
+632,242
347
$237M 0.04%
7,248,101
+4,432,496
348
$236M 0.04%
3,463,065
+1,501,408
349
$235M 0.04%
2,022,339
+1,147,481
350
$234M 0.04%
1,898,190
+1,121,350
12 13
14
15 16