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
1401
$32.5M 0.01%
491,405
+70,921
1402
$32.5M 0.01%
206,780
+143,498
1403
$32.4M 0.01%
877,496
+300,955
1404
$32.4M 0.01%
1,183,850
+34,530
1405
$32.4M 0.01%
895,744
+845,516
1406
$32.4M 0.01%
968,929
+544,179
1407
$32.3M 0.01%
958,587
-14,333
1408
$32.2M 0.01%
194,023
-4,782
1409
$32.2M 0.01%
1,276,549
+931,144
1410
$32.1M 0.01%
1,619,855
+511,296
1411
$32.1M 0.01%
2,271,091
+2,226,915
1412
$32.1M 0.01%
477,545
+335,196
1413
$32M 0.01%
296,001
+201,303
1414
$31.9M 0.01%
980,038
+861,920
1415
$31.9M 0.01%
611,217
+351,684
1416
$31.8M 0.01%
339,811
-39,883
1417
$31.8M 0.01%
271,388
+205,313
1418
$31.8M 0.01%
594,747
+487,324
1419
$31.7M 0.01%
710,797
+620,664
1420
$31.7M 0.01%
3,630,524
+3,610,313
1421
$31.5M 0.01%
655,018
-76,085
1422
$31.4M 0.01%
277,979
+248,530
1423
$31.4M 0.01%
867,927
+464,656
1424
$31.4M 0.01%
3,940,090
+3,387,906
1425
$31.4M 0.01%
551,461
+371,994
55 56
57
58 59