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
976
$62.4M 0.01%
556,162
+325,175
977
$62.4M 0.01%
2,851,552
+670,062
978
$62.2M 0.01%
9,584,049
+2,301,844
979
$62.2M 0.01%
435,170
+172,283
980
$62M 0.01%
335,662
+171,746
981
$61.8M 0.01%
6,714,468
+4,902,024
982
$61.7M 0.01%
2,292,347
+26,712
983
$61.7M 0.01%
1,866,803
+769,556
984
$61.5M 0.01%
1,133,701
-415,306
985
$61.4M 0.01%
3,340,797
+520,723
986
$61.4M 0.01%
970,821
+493,842
987
$61.4M 0.01%
2,537,335
+250,497
988
$61.3M 0.01%
6,526,089
+4,171,355
989
$61.2M 0.01%
710,815
+459,000
990
$61.2M 0.01%
5,392,114
+3,941,922
991
$61.2M 0.01%
637,015
+519,165
992
$61.1M 0.01%
896,485
+795,347
993
$61.1M 0.01%
512,956
+52,000
994
$61.1M 0.01%
1,613,819
+1,287,407
995
$61.1M 0.01%
1,291,282
+1,191,497
996
$61M 0.01%
2,640,601
+1,730,086
997
$60.8M 0.01%
635,882
+195,352
998
$60.8M 0.01%
186,170
-86,485
999
$60.8M 0.01%
133,912
+23,951
1000
$60.7M 0.01%
800,527
+104,179
38 39
40
41 42