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
776
$87.8M 0.02%
1,721,440
+51,260
777
$87.5M 0.02%
1,614,115
+1,471,332
778
$87.2M 0.02%
342,774
-267,908
779
$86.9M 0.02%
515,356
+416,199
780
$86.6M 0.02%
1,159,173
-73,996
781
$86.4M 0.02%
753,251
+102,165
782
$85.9M 0.02%
1,332,365
+57,228
783
$85.8M 0.02%
1,058,569
+45,782
784
$85.4M 0.02%
1,012,747
+241,334
785
$85.2M 0.02%
729,914
+91,917
786
$85M 0.02%
1,246,338
+900,083
787
$85M 0.02%
1,957,621
-28,130
788
$84.9M 0.02%
870,645
+275,276
789
$84.8M 0.02%
3,011,729
+428,778
790
$84.7M 0.02%
402,806
+145,997
791
$84.7M 0.02%
219,205
+117,852
792
$84.4M 0.02%
2,660,516
+105,898
793
$84.3M 0.02%
450,316
+150,252
794
$84.1M 0.02%
181,198
+47,729
795
$83.9M 0.02%
1,493,625
+1,184,439
796
$83.8M 0.02%
234,324
+165,589
797
$83.3M 0.02%
5,342,398
+4,330,218
798
$83M 0.02%
1,057,829
+33,528
799
$82.8M 0.02%
1,717,430
+762,319
800
$82.8M 0.02%
1,399,880
+687,264
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32
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