UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
9,433
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 icon
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
26
$2.1B 0.39%
14,530,520
+4,403,232
27
$2.07B 0.38%
3,847,453
+426,055
28
$2.07B 0.38%
19,257,277
+2,247,242
29
$2.02B 0.37%
13,989,917
+2,388,470
30
$1.91B 0.35%
15,845,691
+5,594,129
31
$1.89B 0.35%
3,585,595
-12,178
32
$1.88B 0.35%
20,758,255
+2,302,106
33
$1.85B 0.34%
6,376,658
+640,790
34
$1.84B 0.34%
5,515,723
-93,796
35
$1.81B 0.33%
30,536,839
+1,670,743
36
$1.72B 0.32%
17,271,289
+1,964,947
37
$1.72B 0.32%
24,421,382
+665,390
38
$1.72B 0.32%
8,686,374
+1,561,237
39
$1.61B 0.3%
25,832,723
+1,365,992
40
$1.57B 0.29%
9,393,641
+1,478,129
41
$1.5B 0.28%
20,975,306
+2,839,495
42
$1.48B 0.27%
23,740,948
-974,652
43
$1.47B 0.27%
5,562,655
+67,613
44
$1.47B 0.27%
6,057,163
+1,291,977
45
$1.42B 0.26%
2,488,307
+375,297
46
$1.41B 0.26%
6,239,645
+2,864,906
47
$1.38B 0.25%
1,547,388
+261,938
48
$1.38B 0.25%
10,967,351
+535,973
49
$1.37B 0.25%
11,898,538
+564,830
50
$1.34B 0.25%
8,742,612
+738,047
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