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
2926
$1.23M ﹤0.01%
17,522
+10,362
2927
$1.23M ﹤0.01%
54,164
-662
2928
$1.23M ﹤0.01%
128,825
-23,878
2929
$1.23M ﹤0.01%
43,596
-3,536
2930
$1.22M ﹤0.01%
21,752
+625
2931
$1.22M ﹤0.01%
117,010
+33,786
2932
$1.22M ﹤0.01%
195,043
-7,384
2933
$1.22M ﹤0.01%
30,148
+529
2934
$1.22M ﹤0.01%
171,198
-1,604
2935
$1.22M ﹤0.01%
79,788
-10,897
2936
$1.22M ﹤0.01%
51,468
-41,160
2937
$1.22M ﹤0.01%
57,339
+55,040
2938
$1.22M ﹤0.01%
17,393
+1,320
2939
$1.21M ﹤0.01%
60,443
+31,269
2940
$1.21M ﹤0.01%
142,570
-44,504
2941
$1.21M ﹤0.01%
32,229
-7,051
2942
$1.2M ﹤0.01%
107,567
+12,308
2943
$1.2M ﹤0.01%
15,961
-3,567
2944
$1.2M ﹤0.01%
126,990
+1,562
2945
$1.2M ﹤0.01%
17,014
-19,327
2946
$1.2M ﹤0.01%
52,635
-6,180
2947
$1.2M ﹤0.01%
20,406
+1,671
2948
$1.19M ﹤0.01%
48,801
-33,258
2949
$1.19M ﹤0.01%
26,152
-7,649
2950
$1.19M ﹤0.01%
27,958
+27,920
116 117
118
119 120