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
3951
$1.44M ﹤0.01%
68,520
+56,610
3952
$1.44M ﹤0.01%
89,836
+8,808
3953
$1.44M ﹤0.01%
79,656
+7,056
3954
$1.43M ﹤0.01%
140,744
+31,133
3955
$1.43M ﹤0.01%
65,809
-3,869
3956
$1.43M ﹤0.01%
+52,000
3957
$1.43M ﹤0.01%
160,790
+147,685
3958
$1.43M ﹤0.01%
55,070
+31,388
3959
$1.42M ﹤0.01%
552,039
+499,269
3960
$1.42M ﹤0.01%
351,752
+235,153
3961
$1.42M ﹤0.01%
1,115,080
+704,471
3962
$1.42M ﹤0.01%
20,772
-96
3963
$1.42M ﹤0.01%
360,178
+305,931
3964
$1.42M ﹤0.01%
75,113
-27,753
3965
$1.41M ﹤0.01%
343,246
+151,522
3966
$1.41M ﹤0.01%
116,308
+17,808
3967
$1.41M ﹤0.01%
51,057
-873
3968
$1.41M ﹤0.01%
15,544
+1,463
3969
$1.41M ﹤0.01%
95,043
-11,350
3970
$1.4M ﹤0.01%
96,912
+23,392
3971
$1.4M ﹤0.01%
16,176
-4,375
3972
$1.4M ﹤0.01%
164,126
+27,704
3973
$1.4M ﹤0.01%
105,674
+105,345
3974
$1.4M ﹤0.01%
51,421
+4,971
3975
$1.4M ﹤0.01%
21,404
+12,542
157 158
159
160 161