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
2551
$1.98M ﹤0.01%
132,500
+78,633
2552
$1.97M ﹤0.01%
93,516
+45,675
2553
$1.97M ﹤0.01%
34,562
+15,993
2554
$1.97M ﹤0.01%
12,320
+4,611
2555
$1.97M ﹤0.01%
149,742
+3,808
2556
$1.97M ﹤0.01%
710,234
-369,531
2557
$1.97M ﹤0.01%
143,030
-13,172
2558
$1.97M ﹤0.01%
58,543
-2,468
2559
$1.96M ﹤0.01%
81,752
-6,926
2560
$1.96M ﹤0.01%
110,084
-151,498
2561
$1.95M ﹤0.01%
4,284
+1,491
2562
$1.95M ﹤0.01%
17,244
+1,991
2563
$1.95M ﹤0.01%
80,268
-11,961
2564
$1.95M ﹤0.01%
270,304
-21,491
2565
$1.94M ﹤0.01%
118,140
+113,405
2566
$1.94M ﹤0.01%
21,741
-47,900
2567
$1.94M ﹤0.01%
47,700
+12,210
2568
$1.93M ﹤0.01%
494,426
+9,173
2569
$1.93M ﹤0.01%
452,591
+20,336
2570
$1.93M ﹤0.01%
30,580
+12,344
2571
$1.93M ﹤0.01%
28,301
-5,920
2572
$1.92M ﹤0.01%
38,120
-2,486
2573
$1.92M ﹤0.01%
221,882
+7,864
2574
$1.92M ﹤0.01%
96,430
+116
2575
$1.92M ﹤0.01%
81,688
-1,128,540
101 102
103
104 105