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 icon
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
126
$687M 0.13%
3,600,608
+81,217
127
$687M 0.13%
4,120,554
+894,966
128
$676M 0.13%
29,694,897
+2,982,900
129
$676M 0.12%
136,033
+24,727
130
$665M 0.12%
1,058,338
+27,093
131
$664M 0.12%
2,690,994
+315,157
132
$653M 0.12%
1,767,999
+34,501
133
$652M 0.12%
2,281,897
+328,586
134
$645M 0.12%
13,338,881
+386,680
135
$622M 0.12%
2,679,134
+854,957
136
$618M 0.11%
972,254
+11,746
137
$612M 0.11%
2,553,671
+24,018
138
$608M 0.11%
2,095,404
+467,477
139
$597M 0.11%
2,214,775
+5,665
140
$596M 0.11%
6,517,954
+185,709
141
$590M 0.11%
5,872,724
+1,296,059
142
$581M 0.11%
7,343,895
+730,095
143
$558M 0.1%
14,557,204
+3,273,678
144
$552M 0.1%
3,008,058
-21,684
145
$550M 0.1%
8,878,955
+7,436,208
146
$548M 0.1%
5,528,460
+238,320
147
$544M 0.1%
9,614,208
+1,982,741
148
$543M 0.1%
14,581,922
+6,253,570
149
$538M 0.1%
1,662,242
+1,240,648
150
$538M 0.1%
5,091,253
+215,322
4 5
6
7 8