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
1726
$20.8M ﹤0.01%
302,563
-80,632
1727
$20.8M ﹤0.01%
206,034
+3,456
1728
$20.8M ﹤0.01%
423,422
+154,462
1729
$20.8M ﹤0.01%
264,961
+96,704
1730
$20.8M ﹤0.01%
1,621,444
+1,514,889
1731
$20.7M ﹤0.01%
382,037
+345,702
1732
$20.7M ﹤0.01%
437,611
+3,978
1733
$20.6M ﹤0.01%
359,724
+70,146
1734
$20.6M ﹤0.01%
1,898,150
+1,620,975
1735
$20.5M ﹤0.01%
192,253
+136,269
1736
$20.5M ﹤0.01%
287,325
+73,840
1737
$20.5M ﹤0.01%
892,276
+802,819
1738
$20.5M ﹤0.01%
1,110,798
+771,155
1739
$20.4M ﹤0.01%
400,339
+9,185
1740
$20.4M ﹤0.01%
527,895
+50,326
1741
$20.4M ﹤0.01%
609,300
+177,934
1742
$20.4M ﹤0.01%
217,529
+124,586
1743
$20.3M ﹤0.01%
3,004,645
+2,204,785
1744
$20.3M ﹤0.01%
1,741,768
+1,463,336
1745
$20.3M ﹤0.01%
563,747
-118,191
1746
$20.2M ﹤0.01%
783,725
-38,406
1747
$20.2M ﹤0.01%
+817,542
1748
$20.2M ﹤0.01%
325,925
+249,529
1749
$20.1M ﹤0.01%
6,094,013
+1,449,751
1750
$20.1M ﹤0.01%
654,072
+608,942
68 69
70
71 72