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
3601
$2.29M ﹤0.01%
159,373
-16,996
3602
$2.28M ﹤0.01%
119,708
+28,167
3603
$2.28M ﹤0.01%
33,608
-29,013
3604
$2.28M ﹤0.01%
45,560
-13,121
3605
$2.27M ﹤0.01%
28,118
+14,814
3606
$2.26M ﹤0.01%
79,874
+44,995
3607
$2.26M ﹤0.01%
259,697
+21,099
3608
$2.26M ﹤0.01%
106,219
+80,339
3609
$2.26M ﹤0.01%
23,336
-4,424
3610
$2.25M ﹤0.01%
50,155
+5,490
3611
$2.25M ﹤0.01%
117,014
-722
3612
$2.25M ﹤0.01%
108,820
+93,984
3613
$2.24M ﹤0.01%
13,653
+1,526
3614
$2.24M ﹤0.01%
66,075
+58,434
3615
$2.24M ﹤0.01%
335,980
+158,531
3616
$2.24M ﹤0.01%
90,693
-5,127
3617
$2.24M ﹤0.01%
465,443
+433,140
3618
$2.24M ﹤0.01%
58,715
+41,270
3619
$2.24M ﹤0.01%
64,078
-3,694
3620
$2.24M ﹤0.01%
86,955
-38,094
3621
$2.23M ﹤0.01%
102,406
+45,327
3622
$2.23M ﹤0.01%
121,245
+41,983
3623
$2.23M ﹤0.01%
43,526
+29,751
3624
$2.23M ﹤0.01%
237,055
+168,211
3625
$2.23M ﹤0.01%
401,658
+332,260
143 144
145
146 147