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
3051
$1.04M ﹤0.01%
332,067
-3,709
3052
$1.04M ﹤0.01%
45,296
+5,686
3053
$1.03M ﹤0.01%
18,394
-1,090
3054
$1.03M ﹤0.01%
57,537
-41,757
3055
$1.03M ﹤0.01%
5,055
-9,837
3056
$1.03M ﹤0.01%
41,393
+18,011
3057
$1.03M ﹤0.01%
67,615
+4,681
3058
$1.03M ﹤0.01%
21,749
+148
3059
$1.03M ﹤0.01%
16,392
+1,812
3060
$1.03M ﹤0.01%
59,943
+32,209
3061
$1.03M ﹤0.01%
76,358
+348
3062
$1.02M ﹤0.01%
15,107
-1,723
3063
$1.02M ﹤0.01%
51,310
+10,697
3064
$1.02M ﹤0.01%
99,008
-73,605
3065
$1.01M ﹤0.01%
40,913
-1,184
3066
$1.01M ﹤0.01%
185,247
-8,113
3067
$1.01M ﹤0.01%
27,701
+1,318
3068
$1.01M ﹤0.01%
13,490
-7,632
3069
$1.01M ﹤0.01%
194,761
-59,667
3070
$1.01M ﹤0.01%
44,149
+25,666
3071
$1.01M ﹤0.01%
16,161
-18,368
3072
$1.01M ﹤0.01%
20,454
-3,970
3073
$1.01M ﹤0.01%
16,399
+91
3074
$1.01M ﹤0.01%
146,430
+9,025
3075
$1.01M ﹤0.01%
14,016
-2,670
121 122
123
124 125