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
651
$115M 0.02%
1,489,373
+522,538
652
$115M 0.02%
1,473,633
+780,240
653
$115M 0.02%
972,150
-327,859
654
$115M 0.02%
931,079
+553,479
655
$115M 0.02%
4,644,400
+344,115
656
$114M 0.02%
795,734
+243,300
657
$114M 0.02%
57,378
+3,570
658
$114M 0.02%
2,710,858
+782,634
659
$114M 0.02%
17,105,905
+10,753,204
660
$114M 0.02%
1,243,966
+716,535
661
$114M 0.02%
1,042,526
+174,889
662
$113M 0.02%
3,083,124
+1,203,490
663
$113M 0.02%
2,429,951
+1,137,751
664
$113M 0.02%
3,324,805
+631,398
665
$113M 0.02%
755,569
+607,396
666
$113M 0.02%
2,195,120
+1,380,899
667
$113M 0.02%
1,867,875
-2,050,475
668
$112M 0.02%
1,095,404
+293,003
669
$112M 0.02%
852,310
+163,046
670
$111M 0.02%
355,216
+54,520
671
$111M 0.02%
265,603
+114,793
672
$111M 0.02%
9,383,468
+7,814,961
673
$111M 0.02%
430,563
+126,839
674
$111M 0.02%
1,650,071
+63,671
675
$110M 0.02%
3,485,449
+1,574,849
25 26
27
28 29