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
2676
$1.69M ﹤0.01%
94,894
-24,834
2677
$1.69M ﹤0.01%
+60,819
2678
$1.69M ﹤0.01%
114,965
-7,802
2679
$1.69M ﹤0.01%
79,342
+33,201
2680
$1.69M ﹤0.01%
47,770
-13,965
2681
$1.69M ﹤0.01%
24,707
-31,293
2682
$1.68M ﹤0.01%
157,953
-7,055
2683
$1.68M ﹤0.01%
85,113
+22,321
2684
$1.68M ﹤0.01%
58,998
+10,501
2685
$1.67M ﹤0.01%
120,997
+12,734
2686
$1.67M ﹤0.01%
+35,248
2687
$1.67M ﹤0.01%
232,905
-10,666
2688
$1.67M ﹤0.01%
96,643
+38,504
2689
$1.67M ﹤0.01%
110,518
-154,016
2690
$1.67M ﹤0.01%
28,540
-3,436
2691
$1.67M ﹤0.01%
57,868
-1,684
2692
$1.66M ﹤0.01%
113,232
+27,198
2693
$1.66M ﹤0.01%
19,899
-531
2694
$1.66M ﹤0.01%
52,572
+12,745
2695
$1.66M ﹤0.01%
156,021
-43,052
2696
$1.66M ﹤0.01%
22,991
+377
2697
$1.66M ﹤0.01%
111,836
+83,813
2698
$1.65M ﹤0.01%
46,392
-17,078
2699
$1.65M ﹤0.01%
56,186
+14,615
2700
$1.65M ﹤0.01%
16,331
-17,160
106 107
108
109 110