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
2976
$1.14M ﹤0.01%
111,100
-32,464
2977
$1.14M ﹤0.01%
11,084
-7,186
2978
$1.14M ﹤0.01%
16,449
-28,974
2979
$1.13M ﹤0.01%
70,760
-39,781
2980
$1.13M ﹤0.01%
98,417
+6,016
2981
$1.13M ﹤0.01%
40,003
-80,786
2982
$1.13M ﹤0.01%
26,953
-69,647
2983
$1.13M ﹤0.01%
21,889
-623
2984
$1.13M ﹤0.01%
74,780
-529,805
2985
$1.12M ﹤0.01%
20,758
+19,539
2986
$1.12M ﹤0.01%
43,104
-35,396
2987
$1.12M ﹤0.01%
36,903
-4,032
2988
$1.12M ﹤0.01%
66,857
-45,387
2989
$1.12M ﹤0.01%
61,033
-47,066
2990
$1.12M ﹤0.01%
9,707
+1,705
2991
$1.12M ﹤0.01%
88,722
+59,129
2992
$1.11M ﹤0.01%
25,009
+22,607
2993
$1.11M ﹤0.01%
136,816
-39,731
2994
$1.11M ﹤0.01%
98,401
+59
2995
$1.11M ﹤0.01%
61,251
-2,790
2996
$1.1M ﹤0.01%
83,263
-4,811
2997
$1.1M ﹤0.01%
66,998
+4,598
2998
$1.1M ﹤0.01%
23,412
-194
2999
$1.1M ﹤0.01%
29,730
-1,330
3000
$1.1M ﹤0.01%
241,388
-228,424
118 119
120
121 122