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
426
$195M 0.04%
2,188,068
+696,192
427
$194M 0.04%
9,631,663
+568,440
428
$194M 0.04%
1,826,422
+857
429
$194M 0.04%
1,101,352
+474,433
430
$193M 0.04%
12,538,992
+9,034,657
431
$193M 0.04%
1,918,987
+155,934
432
$193M 0.04%
44,160,805
+40,052,869
433
$193M 0.04%
7,482,559
+5,689,389
434
$192M 0.04%
2,275,239
+1,606,853
435
$192M 0.04%
111,056
+68,433
436
$191M 0.04%
2,361,298
-24,280
437
$191M 0.04%
2,333,256
-199,341
438
$191M 0.04%
11,158,402
+2,188,073
439
$190M 0.04%
757,500
+495,612
440
$190M 0.04%
2,096,663
+157,487
441
$190M 0.04%
4,316,072
-251,214
442
$190M 0.04%
2,554,005
+1,094,422
443
$189M 0.03%
1,116,166
+489,516
444
$189M 0.03%
2,518,018
+1,848,315
445
$187M 0.03%
3,639,717
+80,956
446
$187M 0.03%
5,858,278
+3,705,968
447
$186M 0.03%
1,480,415
+591,551
448
$185M 0.03%
5,892,826
+8,381
449
$185M 0.03%
3,562,518
+74,222
450
$185M 0.03%
3,182,152
-612,439
16 17
18
19 20