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
3776
$1.83M ﹤0.01%
108,248
+38,426
3777
$1.83M ﹤0.01%
130,130
+115,015
3778
$1.83M ﹤0.01%
23,885
+336
3779
$1.83M ﹤0.01%
114,876
+12,705
3780
$1.83M ﹤0.01%
83,900
-1,128
3781
$1.82M ﹤0.01%
571,748
+485,362
3782
$1.82M ﹤0.01%
139,501
+55,894
3783
$1.82M ﹤0.01%
1,103,393
+699,114
3784
$1.82M ﹤0.01%
16,548
+16,231
3785
$1.81M ﹤0.01%
240,352
-184,667
3786
$1.81M ﹤0.01%
137,702
+74,668
3787
$1.8M ﹤0.01%
94,990
+76,920
3788
$1.8M ﹤0.01%
135,352
+116,335
3789
$1.8M ﹤0.01%
128,569
+109,094
3790
$1.8M ﹤0.01%
33,719
-1,036
3791
$1.8M ﹤0.01%
278,861
+157,098
3792
$1.79M ﹤0.01%
125,959
+20,293
3793
$1.79M ﹤0.01%
305,009
+292,895
3794
$1.79M ﹤0.01%
94,054
+68,766
3795
$1.79M ﹤0.01%
220,821
-75,541
3796
$1.78M ﹤0.01%
90,473
+46,301
3797
$1.78M ﹤0.01%
62,532
+46,591
3798
$1.78M ﹤0.01%
24,861
+2,440
3799
$1.77M ﹤0.01%
16,485
+7,828
3800
$1.77M ﹤0.01%
338,863
+307,738
150 151
152
153 154