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
1076
$53.4M 0.01%
2,374,839
+2,104,830
1077
$53.4M 0.01%
287,026
+143,350
1078
$53.4M 0.01%
824,861
+418,120
1079
$53.4M 0.01%
949,806
+413,644
1080
$53.3M 0.01%
407,786
+265,894
1081
$53.3M 0.01%
490,749
+172,639
1082
$53.3M 0.01%
160,344
+98,393
1083
$53.2M 0.01%
1,424,771
+1,100,265
1084
$53.1M 0.01%
2,243,099
-5,767
1085
$53.1M 0.01%
665,256
+337,811
1086
$53M 0.01%
142,879
+35,785
1087
$52.9M 0.01%
364,511
+287,465
1088
$52.9M 0.01%
661,849
-4,997
1089
$52.9M 0.01%
1,841,562
+1,641,897
1090
$52.6M 0.01%
2,255,621
-1,388,563
1091
$52.4M 0.01%
397,725
+292,117
1092
$52.4M 0.01%
727,805
+451,459
1093
$52.4M 0.01%
957,835
+859,444
1094
$52.2M 0.01%
249,425
+90,468
1095
$52.1M 0.01%
1,629,846
-133,589
1096
$52M 0.01%
751,456
+372,857
1097
$51.8M 0.01%
647,219
+516,656
1098
$51.7M 0.01%
1,670,142
+1,541,258
1099
$51.7M 0.01%
911,152
+663,235
1100
$51.5M 0.01%
971,010
+719,239
42 43
44
45 46