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
3501
$2.6M ﹤0.01%
206,132
+182,666
3502
$2.59M ﹤0.01%
305,554
+297,666
3503
$2.59M ﹤0.01%
249,605
-10,518
3504
$2.59M ﹤0.01%
49,411
-188
3505
$2.58M ﹤0.01%
139,649
+89,125
3506
$2.58M ﹤0.01%
1,939,108
+1,912,722
3507
$2.58M ﹤0.01%
78,184
+42,556
3508
$2.58M ﹤0.01%
239,223
-100,275
3509
$2.57M ﹤0.01%
217,732
+46,389
3510
$2.57M ﹤0.01%
18,169
-1,188
3511
$2.56M ﹤0.01%
86,860
+58,683
3512
$2.56M ﹤0.01%
211,064
+104,426
3513
$2.56M ﹤0.01%
81,091
+66,539
3514
$2.55M ﹤0.01%
92,800
+18,755
3515
$2.55M ﹤0.01%
168,392
+131,418
3516
$2.54M ﹤0.01%
148,424
-177,099
3517
$2.54M ﹤0.01%
613,892
+613,752
3518
$2.54M ﹤0.01%
62,860
-7,872
3519
$2.54M ﹤0.01%
143,826
+138,860
3520
$2.54M ﹤0.01%
+49,900
3521
$2.53M ﹤0.01%
127,925
+16,845
3522
$2.53M ﹤0.01%
38,628
-78,594
3523
$2.53M ﹤0.01%
73,174
+53,429
3524
$2.53M ﹤0.01%
24,877
+16,869
3525
$2.52M ﹤0.01%
81,420
+14,546
139 140
141
142 143