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
4001
$1.36M ﹤0.01%
6,819
+4,425
4002
$1.36M ﹤0.01%
84,365
-5,628
4003
$1.36M ﹤0.01%
57,669
+5,585
4004
$1.36M ﹤0.01%
156,806
+147,360
4005
$1.36M ﹤0.01%
717,644
+690,448
4006
$1.35M ﹤0.01%
137,156
+19,331
4007
$1.35M ﹤0.01%
116,380
+41,563
4008
$1.35M ﹤0.01%
82,342
+1,250
4009
$1.35M ﹤0.01%
642,193
+585,229
4010
$1.35M ﹤0.01%
31,604
+9,529
4011
$1.34M ﹤0.01%
35,093
+30,144
4012
$1.34M ﹤0.01%
40,335
+14,517
4013
$1.34M ﹤0.01%
88,729
+18,691
4014
$1.34M ﹤0.01%
112,278
+83,465
4015
$1.34M ﹤0.01%
1,165,538
-45,612
4016
$1.34M ﹤0.01%
11,587
-234
4017
$1.34M ﹤0.01%
48,102
+47,707
4018
$1.33M ﹤0.01%
93,448
+72,016
4019
$1.33M ﹤0.01%
120,252
+63,970
4020
$1.33M ﹤0.01%
419,596
+382,191
4021
$1.33M ﹤0.01%
1,116,342
+1,107,898
4022
$1.33M ﹤0.01%
118,413
+114,454
4023
$1.32M ﹤0.01%
29,666
+17,699
4024
$1.32M ﹤0.01%
426,887
+369,054
4025
$1.32M ﹤0.01%
40,254
+8,097
159 160
161
162 163