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
3826
$1.72M ﹤0.01%
74,982
+48,118
3827
$1.72M ﹤0.01%
+60,187
3828
$1.72M ﹤0.01%
221,398
+166,599
3829
$1.71M ﹤0.01%
45,596
+32,205
3830
$1.71M ﹤0.01%
35,401
-1,361
3831
$1.71M ﹤0.01%
101,301
+63,772
3832
$1.71M ﹤0.01%
152,304
+4,923
3833
$1.7M ﹤0.01%
521,349
+366,957
3834
$1.7M ﹤0.01%
402,397
+367,389
3835
$1.7M ﹤0.01%
88,730
+73,411
3836
$1.7M ﹤0.01%
28,983
+1,553
3837
$1.7M ﹤0.01%
+146,184
3838
$1.7M ﹤0.01%
75,395
+31,070
3839
$1.7M ﹤0.01%
80,869
+37,286
3840
$1.7M ﹤0.01%
99,285
+83,086
3841
$1.7M ﹤0.01%
796,491
+449,151
3842
$1.7M ﹤0.01%
149,663
+96,645
3843
$1.69M ﹤0.01%
122,818
+109,700
3844
$1.69M ﹤0.01%
131,808
+86,177
3845
$1.69M ﹤0.01%
399,288
+268,818
3846
$1.69M ﹤0.01%
167,372
+105,766
3847
$1.69M ﹤0.01%
87,988
-469
3848
$1.69M ﹤0.01%
328,721
+109,594
3849
$1.68M ﹤0.01%
24,497
+532
3850
$1.68M ﹤0.01%
38,179
-2,070
152 153
154
155 156