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
2876
$1.33M ﹤0.01%
28,204
+1,569
2877
$1.33M ﹤0.01%
47,303
+13,425
2878
$1.33M ﹤0.01%
197,397
-7,969
2879
$1.33M ﹤0.01%
328,907
+3,144
2880
$1.33M ﹤0.01%
26,988
-956
2881
$1.33M ﹤0.01%
27,048
-6,847
2882
$1.32M ﹤0.01%
28,041
+4,465
2883
$1.32M ﹤0.01%
19,578
-16,159
2884
$1.32M ﹤0.01%
126,679
+23,841
2885
$1.32M ﹤0.01%
57,431
+13,118
2886
$1.32M ﹤0.01%
2,136
+2,077
2887
$1.31M ﹤0.01%
23,954
+20,904
2888
$1.31M ﹤0.01%
80,900
+10,944
2889
$1.31M ﹤0.01%
58,353
+27,061
2890
$1.31M ﹤0.01%
160,335
+40,824
2891
$1.3M ﹤0.01%
26,928
-3,989
2892
$1.3M ﹤0.01%
40,328
-328,798
2893
$1.3M ﹤0.01%
43,496
+326
2894
$1.3M ﹤0.01%
12,414
-15,075
2895
$1.29M ﹤0.01%
13,551
+567
2896
$1.29M ﹤0.01%
144,734
-41,318
2897
$1.29M ﹤0.01%
115,812
+14,902
2898
$1.29M ﹤0.01%
373,380
+7,389
2899
$1.29M ﹤0.01%
44,551
-5,062
2900
$1.29M ﹤0.01%
+27,718
114 115
116
117 118