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
2501
$2.12M ﹤0.01%
123,979
+88,176
2502
$2.12M ﹤0.01%
275,720
+66,587
2503
$2.12M ﹤0.01%
167,973
-2,774
2504
$2.12M ﹤0.01%
9,194
-12,549
2505
$2.11M ﹤0.01%
50,360
-5,543
2506
$2.11M ﹤0.01%
102,739
+22,358
2507
$2.11M ﹤0.01%
56,772
-12,446
2508
$2.1M ﹤0.01%
53,627
+4,362
2509
$2.1M ﹤0.01%
70,594
+50,158
2510
$2.1M ﹤0.01%
21,178
-18,211
2511
$2.1M ﹤0.01%
103,431
-457,195
2512
$2.09M ﹤0.01%
+200,076
2513
$2.09M ﹤0.01%
144,220
-36,627
2514
$2.09M ﹤0.01%
49,589
+8,274
2515
$2.09M ﹤0.01%
177,154
+20,956
2516
$2.09M ﹤0.01%
111,919
-177
2517
$2.08M ﹤0.01%
20,556
-23,835
2518
$2.07M ﹤0.01%
67,634
+58,875
2519
$2.07M ﹤0.01%
20,867
-19,389
2520
$2.07M ﹤0.01%
10,656
+579
2521
$2.07M ﹤0.01%
136,189
+5,418
2522
$2.07M ﹤0.01%
224,314
-11,511
2523
$2.06M ﹤0.01%
62,978
+23,718
2524
$2.06M ﹤0.01%
69,460
+25,774
2525
$2.06M ﹤0.01%
238,808
-20,686
99 100
101
102 103