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
1026
$57.9M 0.01%
670,598
+421,628
1027
$57.9M 0.01%
1,712,939
-28,782
1028
$57.7M 0.01%
1,100,845
+975,699
1029
$57.6M 0.01%
680,286
-96,491
1030
$57.3M 0.01%
419,428
+59,859
1031
$57.2M 0.01%
1,143,222
+800,374
1032
$57.1M 0.01%
6,650,602
+460,016
1033
$57.1M 0.01%
293,403
+217,338
1034
$57.1M 0.01%
1,448,584
-137,784
1035
$57M 0.01%
935,978
-420,415
1036
$56.9M 0.01%
1,844,443
+520,139
1037
$56.9M 0.01%
760,989
+86,468
1038
$56.8M 0.01%
1,169,320
+761,001
1039
$56.7M 0.01%
1,322,458
+973,310
1040
$56.6M 0.01%
1,209,777
+376,104
1041
$56.5M 0.01%
1,201,999
+888,440
1042
$56.5M 0.01%
1,510,488
+664,565
1043
$56.4M 0.01%
443,727
+229,738
1044
$56.1M 0.01%
491,843
+146,265
1045
$56M 0.01%
810,669
+307,623
1046
$56M 0.01%
1,382,905
+136,141
1047
$55.9M 0.01%
1,675,327
-42,358
1048
$55.9M 0.01%
2,450,991
+1,530,894
1049
$55.8M 0.01%
2,532,723
+889,529
1050
$55.6M 0.01%
3,869,634
+3,427,162
40 41
42
43 44