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
4151
$1.08M ﹤0.01%
131,665
+131,606
4152
$1.07M ﹤0.01%
60,564
-4,015
4153
$1.07M ﹤0.01%
72,914
+57,753
4154
$1.07M ﹤0.01%
162,186
+79,435
4155
$1.07M ﹤0.01%
265,616
+196,823
4156
$1.06M ﹤0.01%
1,124,703
+1,053,910
4157
$1.06M ﹤0.01%
35,512
+2,610
4158
$1.06M ﹤0.01%
263,494
+236,467
4159
$1.06M ﹤0.01%
23,160
+5,315
4160
$1.05M ﹤0.01%
89,377
+65,162
4161
$1.05M ﹤0.01%
16,960
+12,071
4162
$1.05M ﹤0.01%
461,640
+413,805
4163
$1.05M ﹤0.01%
134,327
+133,526
4164
$1.05M ﹤0.01%
207,109
+88,659
4165
$1.05M ﹤0.01%
32,326
-19,952
4166
$1.04M ﹤0.01%
34,405
-2,749
4167
$1.04M ﹤0.01%
41,292
-5,107
4168
$1.04M ﹤0.01%
43,955
+29,279
4169
$1.04M ﹤0.01%
95,326
+58,677
4170
$1.04M ﹤0.01%
56,071
-35,740
4171
$1.04M ﹤0.01%
37,387
+32,808
4172
$1.04M ﹤0.01%
37,813
+20,095
4173
$1.03M ﹤0.01%
90,674
+3,709
4174
$1.03M ﹤0.01%
22,201
-12,835
4175
$1.03M ﹤0.01%
154,390
+154,361
165 166
167
168 169