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
476
$168M 0.03%
3,164,377
+1,492,182
477
$167M 0.03%
1,256,698
+561,001
478
$166M 0.03%
6,677,249
+4,239,919
479
$166M 0.03%
1,365,237
+37,436
480
$165M 0.03%
1,866,174
+905,038
481
$165M 0.03%
1,697,511
+327,690
482
$165M 0.03%
7,336,230
+4,520,537
483
$165M 0.03%
1,488,926
+906,067
484
$165M 0.03%
1,160,096
+715,207
485
$164M 0.03%
4,736,606
+1,454,113
486
$164M 0.03%
1,539,076
-291,099
487
$163M 0.03%
2,033,702
+1,372,159
488
$163M 0.03%
2,138,669
+1,211,431
489
$162M 0.03%
5,955,230
+2,765,388
490
$162M 0.03%
1,811,779
+209,030
491
$162M 0.03%
3,201,433
+2,548,132
492
$162M 0.03%
3,203,295
+159,333
493
$161M 0.03%
604,823
+7,569
494
$161M 0.03%
1,759,343
+45,070
495
$160M 0.03%
1,048,419
+544,566
496
$160M 0.03%
3,164,372
+1,630,726
497
$160M 0.03%
3,030,496
+871,610
498
$159M 0.03%
1,704,155
+1,399,610
499
$158M 0.03%
752,378
+199,046
500
$158M 0.03%
963,573
-38,911
18 19
20
21 22