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
3751
$1.89M ﹤0.01%
78,708
+3,554
3752
$1.88M ﹤0.01%
70,999
-95,908
3753
$1.88M ﹤0.01%
32,395
-5,869
3754
$1.88M ﹤0.01%
787,167
+633,515
3755
$1.88M ﹤0.01%
248,476
+197,217
3756
$1.87M ﹤0.01%
90,014
+69,206
3757
$1.87M ﹤0.01%
424,798
+408,705
3758
$1.87M ﹤0.01%
714,145
+667,511
3759
$1.87M ﹤0.01%
3,286
+2,264
3760
$1.87M ﹤0.01%
274,675
+271,475
3761
$1.86M ﹤0.01%
131,742
+108,972
3762
$1.86M ﹤0.01%
315,852
+188,049
3763
$1.86M ﹤0.01%
220,683
+75,297
3764
$1.86M ﹤0.01%
16,479
+16,216
3765
$1.85M ﹤0.01%
45,757
+7,128
3766
$1.85M ﹤0.01%
132,361
+120,295
3767
$1.85M ﹤0.01%
108,842
+91,065
3768
$1.85M ﹤0.01%
81,565
+49,225
3769
$1.85M ﹤0.01%
78,050
-3,942
3770
$1.85M ﹤0.01%
60,228
+53,569
3771
$1.84M ﹤0.01%
77,337
+32,279
3772
$1.84M ﹤0.01%
304,063
+270,484
3773
$1.84M ﹤0.01%
831,667
+793,637
3774
$1.84M ﹤0.01%
17,509
+8,570
3775
$1.84M ﹤0.01%
14,492
+10,696
149 150
151
152 153