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
2776
$1.51M ﹤0.01%
24,890
-12,146
2777
$1.5M ﹤0.01%
129,699
-10,549
2778
$1.5M ﹤0.01%
55,144
-56,242
2779
$1.5M ﹤0.01%
46,290
-50,976
2780
$1.5M ﹤0.01%
22,897
-26,108
2781
$1.5M ﹤0.01%
12,069
-18,596
2782
$1.5M ﹤0.01%
128,943
+108,699
2783
$1.49M ﹤0.01%
60,393
-11,905
2784
$1.49M ﹤0.01%
33,772
-11,754
2785
$1.49M ﹤0.01%
255,395
-7,527
2786
$1.49M ﹤0.01%
37,660
-3,123
2787
$1.49M ﹤0.01%
192,182
-50,188
2788
$1.49M ﹤0.01%
83,660
-1,949
2789
$1.49M ﹤0.01%
36,787
+36,684
2790
$1.49M ﹤0.01%
50,356
-12,021
2791
$1.49M ﹤0.01%
31,659
-11,221
2792
$1.49M ﹤0.01%
8,720
-20,005
2793
$1.48M ﹤0.01%
67,471
-4,948
2794
$1.48M ﹤0.01%
53,325
+12,912
2795
$1.48M ﹤0.01%
106,266
-450,380
2796
$1.48M ﹤0.01%
47,029
+3,436
2797
$1.48M ﹤0.01%
158,232
-479
2798
$1.47M ﹤0.01%
423,601
+135,278
2799
$1.47M ﹤0.01%
52,615
-6,064
2800
$1.47M ﹤0.01%
64,413
+3,173
110 111
112
113 114