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
2701
$1.64M ﹤0.01%
68,346
+27,438
2702
$1.64M ﹤0.01%
12,836
+2,230
2703
$1.64M ﹤0.01%
200,360
-62,399
2704
$1.64M ﹤0.01%
79,354
-2,224
2705
$1.64M ﹤0.01%
19,853
+14,467
2706
$1.64M ﹤0.01%
328,003
+12,021
2707
$1.64M ﹤0.01%
48,773
-53,982
2708
$1.63M ﹤0.01%
18,297
-33,204
2709
$1.63M ﹤0.01%
26,524
-63,714
2710
$1.63M ﹤0.01%
178,049
+41,636
2711
$1.62M ﹤0.01%
111,673
+54,969
2712
$1.62M ﹤0.01%
1,014,010
+563,546
2713
$1.62M ﹤0.01%
70,819
+5,835
2714
$1.62M ﹤0.01%
25,986
-1,254
2715
$1.62M ﹤0.01%
38,992
-20,432
2716
$1.62M ﹤0.01%
408,388
-778,009
2717
$1.62M ﹤0.01%
21,569
-791
2718
$1.62M ﹤0.01%
190,767
+3,520
2719
$1.61M ﹤0.01%
77,238
+40,376
2720
$1.61M ﹤0.01%
108,352
+94,874
2721
$1.61M ﹤0.01%
183,409
-98,157
2722
$1.61M ﹤0.01%
73,354
-7,728
2723
$1.61M ﹤0.01%
175,689
-104,617
2724
$1.6M ﹤0.01%
9,799
-8,461
2725
$1.6M ﹤0.01%
12,008
-3,180
107 108
109
110 111