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
4076
$1.2M ﹤0.01%
102,679
+64,301
4077
$1.2M ﹤0.01%
80,700
-2,833
4078
$1.2M ﹤0.01%
114,149
+20,542
4079
$1.2M ﹤0.01%
149,409
+141,612
4080
$1.19M ﹤0.01%
602,871
+355,795
4081
$1.19M ﹤0.01%
47,151
-29,881
4082
$1.19M ﹤0.01%
338,154
+3,100
4083
$1.19M ﹤0.01%
88,689
+7,607
4084
$1.19M ﹤0.01%
66,817
+63,135
4085
$1.19M ﹤0.01%
110,823
-1,204
4086
$1.19M ﹤0.01%
392,371
+303,780
4087
$1.19M ﹤0.01%
25,352
+23
4088
$1.19M ﹤0.01%
237,797
-103,113
4089
$1.19M ﹤0.01%
217,880
+203,584
4090
$1.18M ﹤0.01%
37,390
+13,325
4091
$1.18M ﹤0.01%
71,587
+34,568
4092
$1.18M ﹤0.01%
18,247
+1,292
4093
$1.18M ﹤0.01%
125,992
+41,212
4094
$1.18M ﹤0.01%
115,107
+40,865
4095
$1.18M ﹤0.01%
33,742
+15,688
4096
$1.17M ﹤0.01%
53,861
+25,433
4097
$1.17M ﹤0.01%
26,983
+1,089
4098
$1.17M ﹤0.01%
19,641
+9,930
4099
$1.17M ﹤0.01%
99,254
+24,144
4100
$1.16M ﹤0.01%
72,160
+23,217
162 163
164
165 166