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
3926
$1.49M ﹤0.01%
193,303
+81,818
3927
$1.49M ﹤0.01%
145,736
+86,052
3928
$1.49M ﹤0.01%
112,259
+8,680
3929
$1.49M ﹤0.01%
300,351
-2,632
3930
$1.49M ﹤0.01%
81,771
+11,113
3931
$1.48M ﹤0.01%
41,307
+15,754
3932
$1.48M ﹤0.01%
47,556
+32,620
3933
$1.48M ﹤0.01%
262,281
+260,056
3934
$1.48M ﹤0.01%
875,444
+540,527
3935
$1.48M ﹤0.01%
17,143
+219
3936
$1.48M ﹤0.01%
126,622
+2,572
3937
$1.48M ﹤0.01%
55,149
+43,707
3938
$1.47M ﹤0.01%
+13,374
3939
$1.47M ﹤0.01%
130,358
+19,817
3940
$1.47M ﹤0.01%
45,865
-2,316
3941
$1.47M ﹤0.01%
22,429
-1,487
3942
$1.46M ﹤0.01%
11,022
+3,424
3943
$1.45M ﹤0.01%
60,593
+59,757
3944
$1.45M ﹤0.01%
93,038
+66,379
3945
$1.45M ﹤0.01%
157,907
+106,398
3946
$1.45M ﹤0.01%
74,167
+56,544
3947
$1.45M ﹤0.01%
34,620
-9,351
3948
$1.45M ﹤0.01%
146,560
-43,252
3949
$1.44M ﹤0.01%
158,155
+133,638
3950
$1.44M ﹤0.01%
292,272
-3,039,143
156 157
158
159 160