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
751
$92.2M 0.02%
1,888,921
+1,342,958
752
$92M 0.02%
2,469,939
+1,807,608
753
$92M 0.02%
3,314,793
+1,533,093
754
$91.8M 0.02%
1,558,450
-113,709
755
$91.6M 0.02%
1,081,531
+346,548
756
$91.6M 0.02%
1,543,176
+1,292,167
757
$91.5M 0.02%
1,252,839
+852,122
758
$91.4M 0.02%
2,260,752
+370,196
759
$91.2M 0.02%
11,153
+2,423
760
$91.1M 0.02%
2,373,484
+1,583,085
761
$91M 0.02%
1,669,663
+1,220,964
762
$90.9M 0.02%
1,925,960
+441,647
763
$90.8M 0.02%
1,767,189
+626,072
764
$90.7M 0.02%
1,191,062
+9,540
765
$90.3M 0.02%
73,829
+20,267
766
$90.3M 0.02%
2,320,055
+246,196
767
$89.8M 0.02%
1,461,226
+888,719
768
$89.6M 0.02%
4,034,103
+543,243
769
$89.1M 0.02%
965,698
+479,654
770
$88.9M 0.02%
2,301,582
+451,451
771
$88.9M 0.02%
387,722
+21,398
772
$88.8M 0.02%
8,955,740
+8,729,073
773
$88.8M 0.02%
3,437,386
+58,178
774
$88.5M 0.02%
2,113,528
+1,248,553
775
$88.1M 0.02%
420,832
+146,929
29 30
31
32 33