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
901
$70.6M 0.01%
1,680,387
+1,366,866
902
$70.5M 0.01%
1,229,181
+375,946
903
$70.3M 0.01%
672,962
+247,794
904
$69.9M 0.01%
1,039,574
+695,996
905
$69.8M 0.01%
15,766,238
+11,720,577
906
$69.8M 0.01%
4,073,371
+273,290
907
$69.8M 0.01%
4,604,016
+3,514,222
908
$69.6M 0.01%
6,652,226
+1,696,274
909
$69.5M 0.01%
697,835
-382,618
910
$69.1M 0.01%
3,411,170
+1,309,282
911
$69M 0.01%
3,747,171
-520,196
912
$69M 0.01%
335,651
+26,468
913
$69M 0.01%
3,511,711
+2,439,152
914
$69M 0.01%
280,123
+211,377
915
$68.9M 0.01%
236,751
+118,780
916
$68.9M 0.01%
776,117
+691,866
917
$68.8M 0.01%
2,012,112
+1,574,878
918
$68.7M 0.01%
1,645,467
+451,057
919
$68.6M 0.01%
1,093,862
+1,053,467
920
$68.5M 0.01%
3,700,270
+88,370
921
$68.3M 0.01%
2,355,404
+121,259
922
$68.3M 0.01%
2,747,347
-1,783,420
923
$68.3M 0.01%
1,421,613
+390,700
924
$68.3M 0.01%
2,891,164
-53,858
925
$68.2M 0.01%
289,966
+134,295
35 36
37
38 39