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
$218B
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,153
New
Increased
Reduced
Closed

Top Buys

1
+$425M
2
+$375M
3
+$264M
4
AMD icon
Advanced Micro Devices
AMD
+$216M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$205M

Top Sells

1
+$523M
2
+$455M
3
+$382M
4
MSFT icon
Microsoft
MSFT
+$350M
5
UNH icon
UnitedHealth
UNH
+$320M

Sector Composition

1 Technology 16.51%
2 Financials 8.9%
3 Healthcare 8.35%
4 Consumer Discretionary 6.66%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$196M 0.07%
849,599
-57,819
227
$193M 0.07%
1,911,606
+21,036
228
$190M 0.07%
1,313,230
+191,540
229
$189M 0.07%
1,856,657
+58,406
230
$189M 0.07%
1,195,230
+834
231
$189M 0.07%
929,849
+366,928
232
$188M 0.06%
9,836,407
+3,688,352
233
$188M 0.06%
2,126,923
+160,345
234
$186M 0.06%
818,631
-26,922
235
$186M 0.06%
4,244,225
-10,087
236
$185M 0.06%
1,884,968
+399,996
237
$184M 0.06%
1,978,589
+25,957
238
$181M 0.06%
1,733,213
-43,603
239
$180M 0.06%
2,028,961
-46,770
240
$179M 0.06%
1,762,672
-2,591
241
$177M 0.06%
947,689
+4,800
242
$175M 0.06%
1,884,562
+313,971
243
$175M 0.06%
3,697,931
+32,461
244
$174M 0.06%
2,292,835
+19,280
245
$174M 0.06%
1,420,583
-120,951
246
$173M 0.06%
772,486
+282,219
247
$173M 0.06%
865,966
+111,487
248
$172M 0.06%
3,213,415
+172,882
249
$171M 0.06%
1,127,754
+183,940
250
$166M 0.06%
3,611,367
-71,495
8 9
10
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