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
2901
$1.28M ﹤0.01%
228,488
-13,313
2902
$1.28M ﹤0.01%
29,671
-267
2903
$1.28M ﹤0.01%
135,362
-17,528
2904
$1.28M ﹤0.01%
34,062
-7,713
2905
$1.28M ﹤0.01%
33,465
+29,538
2906
$1.27M ﹤0.01%
138,205
-138,226
2907
$1.27M ﹤0.01%
6,428
-4,095
2908
$1.27M ﹤0.01%
124,779
+116,685
2909
$1.27M ﹤0.01%
162,797
-37,802
2910
$1.27M ﹤0.01%
100,682
+70,668
2911
$1.27M ﹤0.01%
28,132
-4,030
2912
$1.26M ﹤0.01%
50,329
+15,907
2913
$1.26M ﹤0.01%
286,456
-20,738
2914
$1.26M ﹤0.01%
53,719
+16,689
2915
$1.25M ﹤0.01%
34,823
-3,650
2916
$1.25M ﹤0.01%
188,065
-1,048
2917
$1.24M ﹤0.01%
88,583
-451
2918
$1.24M ﹤0.01%
22,855
+13,241
2919
$1.24M ﹤0.01%
16,067
-5,472
2920
$1.24M ﹤0.01%
245,141
-125,080
2921
$1.24M ﹤0.01%
14,338
-12,709
2922
$1.24M ﹤0.01%
22,555
+8,385
2923
$1.23M ﹤0.01%
17,199
-13,308
2924
$1.23M ﹤0.01%
31,201
+12,378
2925
$1.23M ﹤0.01%
45,298
+608
115 116
117
118 119