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
4176
$1.03M ﹤0.01%
13,462
+8,010
4177
$1.03M ﹤0.01%
72,463
+53,719
4178
$1.03M ﹤0.01%
171,153
+152,651
4179
$1.03M ﹤0.01%
59,265
+968
4180
$1.03M ﹤0.01%
185,169
+139,294
4181
$1.03M ﹤0.01%
27,481
+1,043
4182
$1.02M ﹤0.01%
118,711
+41,776
4183
$1.02M ﹤0.01%
156,414
+133,284
4184
$1.02M ﹤0.01%
102,206
-7,374
4185
$1.02M ﹤0.01%
349,990
+163,688
4186
$1.02M ﹤0.01%
36,632
+18,521
4187
$1.02M ﹤0.01%
20,007
+7,198
4188
$1.02M ﹤0.01%
12,328
+4,929
4189
$1.02M ﹤0.01%
68,763
+56,312
4190
$1.01M ﹤0.01%
24,592
+1,487
4191
$1.01M ﹤0.01%
169,720
+7,766
4192
$1.01M ﹤0.01%
74,133
+71,836
4193
$1.01M ﹤0.01%
69,639
+61,301
4194
$1.01M ﹤0.01%
82,119
+81,862
4195
$1.01M ﹤0.01%
23,622
+17,010
4196
$1.01M ﹤0.01%
144,276
+128,154
4197
$1.01M ﹤0.01%
118,388
+63,362
4198
$1M ﹤0.01%
15,005
-5,843
4199
$993K ﹤0.01%
28,726
+24,297
4200
$993K ﹤0.01%
69,091
-4,190
166 167
168
169 170