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
526
$149M 0.03%
6,348,500
+3,417,606
527
$149M 0.03%
1,126,770
+523,985
528
$149M 0.03%
4,641,609
+916,735
529
$149M 0.03%
2,206,921
-15,569
530
$149M 0.03%
1,669,424
+530,730
531
$149M 0.03%
1,780,250
+1,685,321
532
$148M 0.03%
1,405,040
-4,620
533
$148M 0.03%
443,102
+12,980
534
$148M 0.03%
956,317
-63,055
535
$147M 0.03%
14,210,403
+10,985,147
536
$147M 0.03%
532,030
+115,151
537
$146M 0.03%
1,112,356
+82,542
538
$146M 0.03%
1,101,726
+223,227
539
$146M 0.03%
964,989
+588,478
540
$145M 0.03%
503,878
+43,171
541
$145M 0.03%
4,529,576
+706,618
542
$144M 0.03%
696,266
+93,825
543
$144M 0.03%
1,801,074
+173,678
544
$143M 0.03%
1,302,751
-570,580
545
$143M 0.03%
1,476,128
+513,889
546
$143M 0.03%
2,160,259
-58,623
547
$143M 0.03%
1,441,565
+804,650
548
$143M 0.03%
1,397,109
+662,485
549
$143M 0.03%
1,515,365
+93,197
550
$142M 0.03%
7,286,286
+3,581,015
20 21
22
23 24