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
2476
$2.2M ﹤0.01%
48,982
-1,578
2477
$2.19M ﹤0.01%
64,802
-189,924
2478
$2.19M ﹤0.01%
193,683
-57,180
2479
$2.19M ﹤0.01%
86,683
-61,475
2480
$2.18M ﹤0.01%
45,252
+22,877
2481
$2.18M ﹤0.01%
580,005
-936
2482
$2.18M ﹤0.01%
31,342
-1,056
2483
$2.18M ﹤0.01%
62,546
+16,010
2484
$2.17M ﹤0.01%
24,160
+5,490
2485
$2.17M ﹤0.01%
75,973
-21,223
2486
$2.17M ﹤0.01%
197,338
+18,296
2487
$2.17M ﹤0.01%
305,951
-108,883
2488
$2.16M ﹤0.01%
26,568
+5,457
2489
$2.16M ﹤0.01%
14,388
+10,844
2490
$2.15M ﹤0.01%
29,951
-19,961
2491
$2.15M ﹤0.01%
43,981
-16,183
2492
$2.15M ﹤0.01%
336,366
+13,492
2493
$2.14M ﹤0.01%
28,308
-14,903
2494
$2.14M ﹤0.01%
32,975
-37,345
2495
$2.14M ﹤0.01%
78,516
-4,464
2496
$2.14M ﹤0.01%
92,635
-1,301
2497
$2.13M ﹤0.01%
200,305
+177,476
2498
$2.13M ﹤0.01%
38,293
-5,838
2499
$2.13M ﹤0.01%
122,375
-15,952
2500
$2.12M ﹤0.01%
230,595
+11,251
98 99
100
101 102