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
276
$148M 0.05%
571,760
+49,815
277
$147M 0.05%
1,176,093
+189,634
278
$147M 0.05%
1,710,529
+130,194
279
$146M 0.05%
1,988,966
-73,578
280
$146M 0.05%
2,026,234
+37,374
281
$145M 0.05%
2,409,883
+166,832
282
$143M 0.05%
1,837,603
+441,978
283
$143M 0.05%
1,737,949
-2,227
284
$143M 0.05%
1,611,773
-282,002
285
$143M 0.05%
568,882
-64,290
286
$142M 0.05%
2,472,388
-344,825
287
$141M 0.05%
1,869,231
-18,211
288
$141M 0.05%
2,183,222
-36,162
289
$140M 0.05%
1,741,453
-32,536
290
$139M 0.05%
3,219,647
+2,366,014
291
$138M 0.05%
2,356,621
-156,840
292
$138M 0.05%
1,117,557
+60,735
293
$138M 0.05%
6,245,077
-1,302,853
294
$138M 0.05%
1,337,749
-15,966
295
$137M 0.05%
2,057,376
+94,732
296
$137M 0.05%
2,530,547
+504,681
297
$136M 0.05%
2,902,622
-72,949
298
$136M 0.05%
1,266,071
-26,570
299
$136M 0.05%
3,299,355
-1,564,279
300
$136M 0.05%
875,481
-48,580
10 11
12
13 14