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
1051
$55.5M 0.01%
6,589,132
+6,015,572
1052
$55.5M 0.01%
294,891
+2,528
1053
$55.5M 0.01%
793,804
+309,919
1054
$55.5M 0.01%
128,547
+126,749
1055
$55.5M 0.01%
423,872
-13,011
1056
$55.4M 0.01%
3,025,493
+1,402,081
1057
$55.3M 0.01%
1,835,166
+1,671,047
1058
$55M 0.01%
1,228,218
+69,118
1059
$54.9M 0.01%
497,697
+15,374
1060
$54.9M 0.01%
1,586,050
-1,662,948
1061
$54.7M 0.01%
468,127
+160,163
1062
$54.6M 0.01%
1,016,547
+220,450
1063
$54.6M 0.01%
1,190,489
+1,064,078
1064
$54.5M 0.01%
1,080,018
+120,419
1065
$54.4M 0.01%
1,830,814
-11,356
1066
$54.4M 0.01%
1,092,837
-126,956
1067
$54.3M 0.01%
1,522,860
+58,182
1068
$54.1M 0.01%
2,165,091
+386,310
1069
$53.9M 0.01%
1,484,797
+693,889
1070
$53.9M 0.01%
179,621
+125,171
1071
$53.9M 0.01%
438,161
+67,286
1072
$53.9M 0.01%
1,046,872
+60,761
1073
$53.8M 0.01%
556,472
+384,308
1074
$53.6M 0.01%
1,755,391
+1,394,324
1075
$53.5M 0.01%
361,397
+313,424
41 42
43
44 45