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
926
$68M 0.01%
331,866
+183,642
927
$68M 0.01%
2,268,889
+2,379
928
$67.6M 0.01%
1,525,813
+1,320,773
929
$67.4M 0.01%
363,555
+308,412
930
$67.3M 0.01%
1,655,484
+1,017,404
931
$67.2M 0.01%
552,772
-29,434
932
$67M 0.01%
1,917,608
+1,749,728
933
$66.9M 0.01%
1,515,584
+288,440
934
$66.9M 0.01%
1,560,155
+1,305,203
935
$66.2M 0.01%
5,207,943
+4,591,639
936
$66.2M 0.01%
780,181
+478,281
937
$66.1M 0.01%
625,647
-4,429
938
$65.9M 0.01%
2,062,326
+87,624
939
$65.8M 0.01%
600,008
+582,435
940
$65.8M 0.01%
2,809,638
+910,539
941
$65.8M 0.01%
131,108
+103,168
942
$65.7M 0.01%
230,224
-56,773
943
$65.6M 0.01%
1,323,456
+1,177,729
944
$65.5M 0.01%
138,270
+76,736
945
$65.3M 0.01%
1,897,688
+1,578,502
946
$65.2M 0.01%
1,220,189
-33,318
947
$65.2M 0.01%
502,124
+451,831
948
$65.1M 0.01%
1,926,096
+1,768,029
949
$65.1M 0.01%
4,623,589
+3,229,413
950
$65M 0.01%
1,069,989
+231,286
36 37
38
39 40