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
1276
$38.8M 0.01%
1,171,722
+929,555
1277
$38.7M 0.01%
926,216
+505,733
1278
$38.7M 0.01%
444,026
+172,304
1279
$38.7M 0.01%
3,314,771
+247,916
1280
$38.6M 0.01%
455,573
-61,843
1281
$38.5M 0.01%
155,969
+128,032
1282
$38.2M 0.01%
871,230
+407,031
1283
$38.2M 0.01%
985,540
+750,017
1284
$38M 0.01%
1,023,390
+778,963
1285
$38M 0.01%
+1,234,826
1286
$38M 0.01%
787,872
-283,024
1287
$37.9M 0.01%
683,611
+535,608
1288
$37.8M 0.01%
578,133
+490,488
1289
$37.7M 0.01%
568,893
+462,733
1290
$37.6M 0.01%
533,111
+113,269
1291
$37.6M 0.01%
613,969
+218,480
1292
$37.5M 0.01%
1,979,258
+565,837
1293
$37.5M 0.01%
516,510
+41,545
1294
$37.5M 0.01%
9,483,054
+8,231,222
1295
$37.3M 0.01%
2,082,770
+1,907,678
1296
$37.3M 0.01%
822,672
+656,262
1297
$37.3M 0.01%
1,431,263
-88,550
1298
$37.3M 0.01%
697,492
+628,884
1299
$37.3M 0.01%
174,721
+34,265
1300
$37.2M 0.01%
1,135,413
+38,114
50 51
52
53 54