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
2851
$1.37M ﹤0.01%
30,842
+443
2852
$1.37M ﹤0.01%
40,627
+2,187
2853
$1.37M ﹤0.01%
114,969
+2,471
2854
$1.37M ﹤0.01%
115,635
-30,854
2855
$1.37M ﹤0.01%
69,048
+2,597
2856
$1.37M ﹤0.01%
259,230
-6,515
2857
$1.37M ﹤0.01%
25,302
+345
2858
$1.37M ﹤0.01%
330,615
-102,231
2859
$1.37M ﹤0.01%
35,082
+2,021
2860
$1.36M ﹤0.01%
77,372
+4,555
2861
$1.36M ﹤0.01%
37,267
-13,736
2862
$1.36M ﹤0.01%
39,520
-28,031
2863
$1.36M ﹤0.01%
132,644
-17,444
2864
$1.35M ﹤0.01%
118,045
-11,980
2865
$1.35M ﹤0.01%
12,875
-20,449
2866
$1.35M ﹤0.01%
172,002
+91,355
2867
$1.35M ﹤0.01%
39,740
+4,345
2868
$1.35M ﹤0.01%
25,177
-31,591
2869
$1.35M ﹤0.01%
46,251
-28,509
2870
$1.34M ﹤0.01%
91,480
-46,490
2871
$1.34M ﹤0.01%
66,833
-22,920
2872
$1.34M ﹤0.01%
130,542
-1,655
2873
$1.34M ﹤0.01%
343,709
+18,933
2874
$1.34M ﹤0.01%
39,895
+1,235
2875
$1.33M ﹤0.01%
191,534
-30,492
113 114
115
116 117