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
876
$73.2M 0.01%
1,807,321
+18,695
877
$73.1M 0.01%
2,503,204
-109,406
878
$72.9M 0.01%
1,249,712
+104,432
879
$72.8M 0.01%
2,411,452
+2,334,962
880
$72.7M 0.01%
3,126,760
+1,164,306
881
$72.7M 0.01%
2,593,883
+1,066,110
882
$72.7M 0.01%
2,956,709
+2,251,808
883
$72.6M 0.01%
671,830
+369,999
884
$72.4M 0.01%
802,195
-488,519
885
$72.1M 0.01%
1,303,124
-756,760
886
$72.1M 0.01%
4,541,868
+4,533,970
887
$72M 0.01%
4,842,638
+4,740,134
888
$72M 0.01%
625,088
-62,916
889
$71.8M 0.01%
1,538,500
-785,083
890
$71.8M 0.01%
1,276,210
+267,440
891
$71.8M 0.01%
1,624,577
-123,271
892
$71.8M 0.01%
10,369,654
+9,223,328
893
$71.4M 0.01%
3,387,521
+2,470,365
894
$71.2M 0.01%
779,580
+688,233
895
$71.1M 0.01%
5,528,165
+3,862,105
896
$71.1M 0.01%
4,240,366
+3,938,719
897
$71M 0.01%
1,048,893
+514,542
898
$71M 0.01%
5,573,547
+5,477,842
899
$71M 0.01%
941,916
+813,487
900
$70.9M 0.01%
1,894,968
+173,405
34 35
36
37 38