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
2826
$1.42M ﹤0.01%
119,436
+2,523
2827
$1.42M ﹤0.01%
82,944
-10,641
2828
$1.42M ﹤0.01%
50,811
-28,738
2829
$1.41M ﹤0.01%
76,141
+23,404
2830
$1.41M ﹤0.01%
32,194
-1,122
2831
$1.41M ﹤0.01%
33,508
-461
2832
$1.41M ﹤0.01%
32,424
-14,458
2833
$1.4M ﹤0.01%
121,380
+14,730
2834
$1.4M ﹤0.01%
50,098
-18,402
2835
$1.4M ﹤0.01%
144,309
-15,333
2836
$1.4M ﹤0.01%
251,801
-233,886
2837
$1.4M ﹤0.01%
14,527
-2,269
2838
$1.39M ﹤0.01%
232,322
-409,030
2839
$1.39M ﹤0.01%
95,842
-23,876
2840
$1.39M ﹤0.01%
158,654
-32,846
2841
$1.39M ﹤0.01%
110,036
+33,289
2842
$1.39M ﹤0.01%
57,951
-4,756
2843
$1.38M ﹤0.01%
48,425
-22,918
2844
$1.38M ﹤0.01%
82,060
-41,060
2845
$1.38M ﹤0.01%
92,138
+79,487
2846
$1.38M ﹤0.01%
651,180
-1,414
2847
$1.38M ﹤0.01%
42,972
+20,894
2848
$1.38M ﹤0.01%
5,118
-13,550
2849
$1.37M ﹤0.01%
21,574
-214,879
2850
$1.37M ﹤0.01%
39,157
+14,046
112 113
114
115 116