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
1201
$43.9M 0.01%
4,058,707
+936,120
1202
$43.9M 0.01%
1,952,188
-7,090,195
1203
$43.8M 0.01%
490,143
+427,410
1204
$43.5M 0.01%
823,491
+650,300
1205
$43.5M 0.01%
1,705,522
+88,037
1206
$43.5M 0.01%
126,080
+66,134
1207
$43.4M 0.01%
612,791
+38,595
1208
$43.3M 0.01%
991,403
+16,953
1209
$43.3M 0.01%
424,146
+15,088
1210
$43.3M 0.01%
201,653
+137,088
1211
$43.1M 0.01%
695,261
+156,242
1212
$43.1M 0.01%
789,627
+672,699
1213
$42.9M 0.01%
2,354,779
+5,148
1214
$42.9M 0.01%
3,531,104
+3,357,298
1215
$42.6M 0.01%
602,682
+6,175
1216
$42.5M 0.01%
475,518
+278,266
1217
$42.1M 0.01%
1,030,654
+581,636
1218
$42.1M 0.01%
225,297
-23,962
1219
$42M 0.01%
400,519
+700
1220
$41.9M 0.01%
877,893
+25,006
1221
$41.9M 0.01%
101,557
+38,669
1222
$41.8M 0.01%
2,294,980
+538,682
1223
$41.7M 0.01%
915,777
+305,957
1224
$41.6M 0.01%
1,892,308
+1,306,830
1225
$41.5M 0.01%
238,966
+53,589
47 48
49
50 51