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
1176
$45.5M 0.01%
478,596
+280,699
1177
$45.5M 0.01%
1,023,728
+707,583
1178
$45.4M 0.01%
793,201
-45,989
1179
$45.4M 0.01%
613,728
+90,465
1180
$45.4M 0.01%
1,902,447
+1,759,105
1181
$45.3M 0.01%
689,877
+545,841
1182
$45.2M 0.01%
570,073
+383,270
1183
$45.1M 0.01%
1,819,636
+1,630,442
1184
$45M 0.01%
879,332
+704,747
1185
$44.9M 0.01%
1,646,093
+691,399
1186
$44.9M 0.01%
848,502
+544,373
1187
$44.9M 0.01%
775,494
-260,401
1188
$44.8M 0.01%
1,151,348
+1,101,131
1189
$44.7M 0.01%
1,080,803
+30,849
1190
$44.6M 0.01%
408,316
+12,644
1191
$44.6M 0.01%
1,492,353
-12,722
1192
$44.5M 0.01%
372,684
+51,079
1193
$44.4M 0.01%
401,151
+26,485
1194
$44.3M 0.01%
195,779
+73,703
1195
$44.2M 0.01%
2,196,920
+394,350
1196
$44.2M 0.01%
132,640
+23,500
1197
$44.1M 0.01%
385,478
+211,152
1198
$44.1M 0.01%
871,852
+710,389
1199
$44M 0.01%
703,882
+621,992
1200
$43.9M 0.01%
183,433
+151,899
46 47
48
49 50