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
2626
$1.81M ﹤0.01%
56,769
-112,680
2627
$1.81M ﹤0.01%
44,442
-1,002
2628
$1.8M ﹤0.01%
30,310
-56,532
2629
$1.8M ﹤0.01%
126,045
+1,998
2630
$1.8M ﹤0.01%
59,722
-21,588
2631
$1.8M ﹤0.01%
78,515
+27,306
2632
$1.79M ﹤0.01%
12,513
-85,775
2633
$1.79M ﹤0.01%
105,385
+4,689
2634
$1.79M ﹤0.01%
42,663
+8,952
2635
$1.79M ﹤0.01%
289,843
+34,695
2636
$1.78M ﹤0.01%
35,370
+1,422
2637
$1.78M ﹤0.01%
60,364
-21,459
2638
$1.77M ﹤0.01%
23,947
-18,428
2639
$1.77M ﹤0.01%
96,413
-5,125
2640
$1.77M ﹤0.01%
49,432
-72,075
2641
$1.77M ﹤0.01%
121,347
-4,399
2642
$1.77M ﹤0.01%
35,510
-480
2643
$1.77M ﹤0.01%
79,126
+68,570
2644
$1.77M ﹤0.01%
59,210
+17,228
2645
$1.76M ﹤0.01%
192,317
+87,984
2646
$1.76M ﹤0.01%
23,316
+7,400
2647
$1.75M ﹤0.01%
147,576
+115,822
2648
$1.75M ﹤0.01%
70,983
-6,311
2649
$1.75M ﹤0.01%
38,690
-60,467
2650
$1.75M ﹤0.01%
82,094
-287
104 105
106
107 108