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
251
$164M 0.06%
2,370,336
+302
252
$163M 0.06%
763,096
-43,785
253
$163M 0.06%
6,149,321
-1,261,249
254
$163M 0.06%
366,624
-29,409
255
$162M 0.06%
4,814,826
+1,409,852
256
$161M 0.06%
5,350,478
+160,119
257
$160M 0.06%
328,404
-53,623
258
$159M 0.05%
1,609,172
+544,362
259
$159M 0.05%
3,114,912
-273,130
260
$158M 0.05%
1,168,475
-18,299
261
$158M 0.05%
1,601,126
-281,658
262
$158M 0.05%
363,649
-42,383
263
$158M 0.05%
9,900,363
+109,938
264
$157M 0.05%
548,949
+57,248
265
$156M 0.05%
588,211
-29,235
266
$155M 0.05%
1,347,263
+20,307
267
$155M 0.05%
891,634
-68,430
268
$155M 0.05%
931,276
+141,431
269
$154M 0.05%
3,667,533
-369,107
270
$154M 0.05%
3,650,541
+1,157,727
271
$153M 0.05%
2,362,139
+109,039
272
$152M 0.05%
2,369,164
-138,784
273
$149M 0.05%
3,159,616
-158,948
274
$149M 0.05%
3,036,503
+277,784
275
$148M 0.05%
1,986,018
-18,539
9 10
11
12 13