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
4876
$369K ﹤0.01%
2,484
-102
4877
$368K ﹤0.01%
160,002
4878
$367K ﹤0.01%
34,948
+34,927
4879
$366K ﹤0.01%
9,711
+1,049
4880
$366K ﹤0.01%
10,161
+6,754
4881
$366K ﹤0.01%
5,620
+896
4882
$365K ﹤0.01%
23,566
+17,978
4883
$365K ﹤0.01%
24,881
+22,221
4884
$364K ﹤0.01%
77,392
-3,241
4885
$363K ﹤0.01%
20,160
+12,902
4886
$363K ﹤0.01%
33,086
-500
4887
$362K ﹤0.01%
12,971
-48,944
4888
$362K ﹤0.01%
31,235
-6,202
4889
$361K ﹤0.01%
42,301
-7,123
4890
$360K ﹤0.01%
17,288
+13,054
4891
$359K ﹤0.01%
41,358
+21,264
4892
$358K ﹤0.01%
35,666
-54
4893
$358K ﹤0.01%
126,516
+87,410
4894
$357K ﹤0.01%
25,957
+13,351
4895
$357K ﹤0.01%
5,259
+2,065
4896
$357K ﹤0.01%
35,596
+32,179
4897
$357K ﹤0.01%
35,379
+28,761
4898
$356K ﹤0.01%
11,155
-351
4899
$356K ﹤0.01%
12,156
+10,168
4900
$355K ﹤0.01%
17,026
+16,965
194 195
196
197 198