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
326
$121M 0.04%
1,267,273
+1,053,157
327
$121M 0.04%
204,995
+49,495
328
$120M 0.04%
490,990
-25,974
329
$120M 0.04%
4,395,374
-946,711
330
$119M 0.04%
3,260,750
+1,985,300
331
$119M 0.04%
94,052
+44,977
332
$119M 0.04%
521,631
-111
333
$119M 0.04%
1,963,315
-30,748
334
$119M 0.04%
3,237,643
+191,341
335
$118M 0.04%
809,587
+222,048
336
$118M 0.04%
1,168,566
+127,496
337
$116M 0.04%
262,604
-57,710
338
$115M 0.04%
798,136
-610,210
339
$115M 0.04%
3,711,091
+100,566
340
$115M 0.04%
1,736,169
-64,020
341
$115M 0.04%
925,065
-13,537
342
$114M 0.04%
422,255
-1,345
343
$113M 0.04%
3,864,076
-202,735
344
$113M 0.04%
921,717
-148,953
345
$112M 0.04%
577,467
-22,790
346
$111M 0.04%
1,307,245
+26,779
347
$110M 0.04%
2,249,392
+80,201
348
$109M 0.04%
3,812,756
-588,100
349
$109M 0.04%
4,825,254
-12,420
350
$108M 0.04%
2,511,414
+103,076
12 13
14
15 16