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
2951
$1.19M ﹤0.01%
107,318
+6,232
2952
$1.19M ﹤0.01%
261,087
+80,761
2953
$1.18M ﹤0.01%
73,770
-65,723
2954
$1.18M ﹤0.01%
123,196
-5,096
2955
$1.18M ﹤0.01%
199,689
+12,004
2956
$1.18M ﹤0.01%
83,820
+28,910
2957
$1.18M ﹤0.01%
34,213
-322,082
2958
$1.18M ﹤0.01%
88,281
-40,989
2959
$1.18M ﹤0.01%
53,738
+1,689
2960
$1.18M ﹤0.01%
83,636
-3,860
2961
$1.18M ﹤0.01%
95,982
+1,121
2962
$1.16M ﹤0.01%
112,906
-6,409
2963
$1.16M ﹤0.01%
77,063
+50,238
2964
$1.16M ﹤0.01%
309,111
+306,958
2965
$1.16M ﹤0.01%
117,564
-33,812
2966
$1.15M ﹤0.01%
58,558
+10,004
2967
$1.15M ﹤0.01%
261,104
+28,628
2968
$1.15M ﹤0.01%
80,736
-4,439
2969
$1.15M ﹤0.01%
38,234
-117,810
2970
$1.15M ﹤0.01%
517,401
-28,364
2971
$1.15M ﹤0.01%
47,295
+4,952
2972
$1.15M ﹤0.01%
100,737
-14,345
2973
$1.15M ﹤0.01%
43,123
+1,715
2974
$1.14M ﹤0.01%
132,989
-25,395
2975
$1.14M ﹤0.01%
222,878
+157,768
117 118
119
120 121