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
3526
$2.52M ﹤0.01%
370,508
+344,139
3527
$2.51M ﹤0.01%
88,080
+28,188
3528
$2.5M ﹤0.01%
941,258
+625,068
3529
$2.5M ﹤0.01%
255,191
+19,414
3530
$2.5M ﹤0.01%
1,316,097
+675,441
3531
$2.5M ﹤0.01%
195,622
+105,056
3532
$2.5M ﹤0.01%
125,811
+70,767
3533
$2.5M ﹤0.01%
89,648
-5,359
3534
$2.5M ﹤0.01%
75,951
+19,859
3535
$2.49M ﹤0.01%
238,459
+235,694
3536
$2.49M ﹤0.01%
93,032
+74,487
3537
$2.49M ﹤0.01%
147,237
+50,609
3538
$2.49M ﹤0.01%
138,326
-9,131
3539
$2.49M ﹤0.01%
163,362
+132,948
3540
$2.49M ﹤0.01%
93,157
+30,410
3541
$2.49M ﹤0.01%
166,577
+51,287
3542
$2.48M ﹤0.01%
251,925
-4,557
3543
$2.48M ﹤0.01%
+108,453
3544
$2.48M ﹤0.01%
85,928
+79,783
3545
$2.48M ﹤0.01%
105,777
-9,582
3546
$2.48M ﹤0.01%
219,918
+101,940
3547
$2.46M ﹤0.01%
422,595
+287,223
3548
$2.46M ﹤0.01%
695,509
+533,573
3549
$2.46M ﹤0.01%
281,673
+261,770
3550
$2.46M ﹤0.01%
92,066
+16,761
140 141
142
143 144