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
2801
$1.47M ﹤0.01%
17,128
-1,097
2802
$1.47M ﹤0.01%
74,472
-77,443
2803
$1.47M ﹤0.01%
47,834
+47,709
2804
$1.46M ﹤0.01%
40,852
+7,655
2805
$1.46M ﹤0.01%
22,441
-23,111
2806
$1.46M ﹤0.01%
86,297
+56,708
2807
$1.46M ﹤0.01%
30,973
+1,117
2808
$1.46M ﹤0.01%
340,307
+111,739
2809
$1.46M ﹤0.01%
249,251
+50,561
2810
$1.45M ﹤0.01%
17,559
-90,084
2811
$1.45M ﹤0.01%
51,446
-46,681
2812
$1.45M ﹤0.01%
68,401
+4,040
2813
$1.45M ﹤0.01%
65,432
-5,874
2814
$1.45M ﹤0.01%
13,833
-1,818
2815
$1.45M ﹤0.01%
112,748
+5,964
2816
$1.44M ﹤0.01%
146,546
+122,087
2817
$1.44M ﹤0.01%
22,710
-988
2818
$1.44M ﹤0.01%
210,539
-688
2819
$1.44M ﹤0.01%
33,082
-91,686
2820
$1.44M ﹤0.01%
293,944
+3,572
2821
$1.43M ﹤0.01%
107,869
+40,740
2822
$1.43M ﹤0.01%
31,941
-1,988
2823
$1.42M ﹤0.01%
40,758
+12,205
2824
$1.42M ﹤0.01%
40,516
+845
2825
$1.42M ﹤0.01%
82,952
-13,869
111 112
113
114 115