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
551
$142M 0.03%
4,621,757
+3,308,374
552
$142M 0.03%
14,084,568
+4,686,114
553
$142M 0.03%
3,298,134
-621,846
554
$142M 0.03%
816,291
-50,121
555
$142M 0.03%
377,426
-11,053
556
$141M 0.03%
2,711,784
-18,718
557
$141M 0.03%
1,609,976
+5,568
558
$141M 0.03%
2,797,078
-777,446
559
$139M 0.03%
1,397,596
+1,373,877
560
$139M 0.03%
2,062,772
+1,899,357
561
$139M 0.03%
1,465,548
+1,242,900
562
$139M 0.03%
463,623
-61,591
563
$138M 0.03%
350,317
+268,404
564
$137M 0.03%
332,085
+102,908
565
$137M 0.03%
738,736
+521,861
566
$137M 0.03%
1,342,334
+771,384
567
$137M 0.03%
2,150,911
+300,098
568
$136M 0.03%
2,531,482
+1,558,421
569
$135M 0.03%
2,996,180
+104,176
570
$135M 0.03%
721,037
+285,613
571
$135M 0.03%
1,051,013
-116,462
572
$135M 0.03%
599,823
-14,998
573
$135M 0.02%
589,525
+430,381
574
$135M 0.02%
127,806
-13,230
575
$134M 0.02%
3,491,260
+431,436
21 22
23
24 25