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
1226
$41.5M 0.01%
1,716,232
+1,429,118
1227
$41.5M 0.01%
1,104,134
+923,288
1228
$41.3M 0.01%
698,593
+607,327
1229
$41.2M 0.01%
368,423
+67,553
1230
$41M 0.01%
886,374
-100,305
1231
$41M 0.01%
885,461
+346,109
1232
$40.9M 0.01%
396,027
+185,899
1233
$40.9M 0.01%
790,614
-40,936
1234
$40.8M 0.01%
860,125
+433,843
1235
$40.8M 0.01%
864,608
+439,762
1236
$40.8M 0.01%
6,749,191
+5,036,628
1237
$40.7M 0.01%
330,843
+167,105
1238
$40.7M 0.01%
440,986
+120,084
1239
$40.7M 0.01%
502,792
+2,854
1240
$40.4M 0.01%
941,628
+25,263
1241
$40.4M 0.01%
114,529
+101,545
1242
$40.4M 0.01%
788,326
+757,662
1243
$40.4M 0.01%
472,621
+402,549
1244
$40.3M 0.01%
4,026,143
+1,605,130
1245
$40.3M 0.01%
338,212
+212,978
1246
$40.2M 0.01%
261,221
+155,860
1247
$40.1M 0.01%
1,752,683
+1,509,772
1248
$40.1M 0.01%
1,401,221
-46,728
1249
$40.1M 0.01%
4,110,850
+2,840,104
1250
$40M 0.01%
1,139,403
+412,239
48 49
50
51 52