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
4101
$1.16M ﹤0.01%
73,803
-82,462
4102
$1.16M ﹤0.01%
29,107
-715
4103
$1.16M ﹤0.01%
58,598
+9,091
4104
$1.16M ﹤0.01%
120,549
+50,832
4105
$1.16M ﹤0.01%
95,447
+4,430
4106
$1.16M ﹤0.01%
+110,694
4107
$1.15M ﹤0.01%
120,724
+67,933
4108
$1.15M ﹤0.01%
80,551
+15,161
4109
$1.15M ﹤0.01%
531,174
+483,776
4110
$1.14M ﹤0.01%
299,829
+261,359
4111
$1.14M ﹤0.01%
85,775
+54,718
4112
$1.14M ﹤0.01%
144,614
+21,653
4113
$1.13M ﹤0.01%
62,728
-256
4114
$1.13M ﹤0.01%
89,528
+70,333
4115
$1.13M ﹤0.01%
68,724
+61,184
4116
$1.13M ﹤0.01%
199,310
+175,047
4117
$1.13M ﹤0.01%
178,470
+144,500
4118
$1.13M ﹤0.01%
18,815
+3,309
4119
$1.13M ﹤0.01%
147,003
+125,668
4120
$1.13M ﹤0.01%
42,861
+40,395
4121
$1.12M ﹤0.01%
5,088
+1,293
4122
$1.12M ﹤0.01%
63,362
-8,735
4123
$1.12M ﹤0.01%
247,212
+164,931
4124
$1.12M ﹤0.01%
51,593
+7,167
4125
$1.12M ﹤0.01%
105,351
+20,662
163 164
165
166 167