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
3726
$419K ﹤0.01%
108,340
-39,050
3727
$419K ﹤0.01%
8,783
-495
3728
$418K ﹤0.01%
39,169
+17,678
3729
$418K ﹤0.01%
66,061
+47,334
3730
$418K ﹤0.01%
43,772
-55,267
3731
$417K ﹤0.01%
32,703
-1,381
3732
$417K ﹤0.01%
8,209
-6,205
3733
$416K ﹤0.01%
9,894
-12,243
3734
$415K ﹤0.01%
152,532
+71,479
3735
$414K ﹤0.01%
6,916
-1,159
3736
$414K ﹤0.01%
4,141
-494
3737
$414K ﹤0.01%
213,462
+32,918
3738
$414K ﹤0.01%
37,726
-367,508
3739
$414K ﹤0.01%
18,247
-721
3740
$414K ﹤0.01%
17,910
+1,937
3741
$413K ﹤0.01%
112,974
+13,647
3742
$412K ﹤0.01%
16,547
-1,350
3743
$412K ﹤0.01%
12,255
-6,387
3744
$412K ﹤0.01%
28,657
-4,755
3745
$411K ﹤0.01%
33,434
-85,096
3746
$411K ﹤0.01%
2,256
+297
3747
$411K ﹤0.01%
20,235
-5,855
3748
$410K ﹤0.01%
51,500
-1,150
3749
$410K ﹤0.01%
3,332
-9,811
3750
$410K ﹤0.01%
22,331
-68,117
148 149
150
151 152