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
3476
$2.66M ﹤0.01%
39,222
+31,625
3477
$2.66M ﹤0.01%
+161,512
3478
$2.65M ﹤0.01%
74,071
-1,241
3479
$2.65M ﹤0.01%
235,448
+160,268
3480
$2.65M ﹤0.01%
84,639
-17,936
3481
$2.65M ﹤0.01%
236,493
+55,353
3482
$2.64M ﹤0.01%
50,165
-1,238
3483
$2.64M ﹤0.01%
64,957
-40,624
3484
$2.63M ﹤0.01%
363,262
+321,556
3485
$2.63M ﹤0.01%
142,200
+32,128
3486
$2.63M ﹤0.01%
97,843
+3,619
3487
$2.62M ﹤0.01%
584,716
+456,699
3488
$2.62M ﹤0.01%
152,521
-141,253
3489
$2.62M ﹤0.01%
189,757
+166,749
3490
$2.61M ﹤0.01%
117,579
-1,541
3491
$2.61M ﹤0.01%
118,973
+52,938
3492
$2.61M ﹤0.01%
133,621
+3,253
3493
$2.61M ﹤0.01%
41,193
+25,305
3494
$2.61M ﹤0.01%
37,769
+33,811
3495
$2.61M ﹤0.01%
60,006
+661
3496
$2.61M ﹤0.01%
315,876
+256,151
3497
$2.6M ﹤0.01%
19,752
+13,960
3498
$2.6M ﹤0.01%
89,632
+55,250
3499
$2.6M ﹤0.01%
74,384
+42,855
3500
$2.6M ﹤0.01%
49,682
-23,845
138 139
140
141 142