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
3826
$365K ﹤0.01%
45,967
-38,781
3827
$365K ﹤0.01%
18,221
-5,022
3828
$365K ﹤0.01%
75,433
-19,606
3829
$365K ﹤0.01%
9,375
-215
3830
$364K ﹤0.01%
22,342
+4,383
3831
$363K ﹤0.01%
8,184
-1,892
3832
$363K ﹤0.01%
62,628
+1,248
3833
$362K ﹤0.01%
3,509
-672
3834
$362K ﹤0.01%
+13,510
3835
$361K ﹤0.01%
11,666
+304
3836
$360K ﹤0.01%
22,211
-373
3837
$360K ﹤0.01%
12,981
+1,682
3838
$359K ﹤0.01%
6,178
-25,895
3839
$359K ﹤0.01%
8,854
+5,756
3840
$359K ﹤0.01%
9,385
+254
3841
$358K ﹤0.01%
80,145
-8,066
3842
$358K ﹤0.01%
45,730
-8,291
3843
$357K ﹤0.01%
23,247
-20,262
3844
$356K ﹤0.01%
50,510
-73,059
3845
$355K ﹤0.01%
106,094
+9,658
3846
$355K ﹤0.01%
14,463
-778
3847
$355K ﹤0.01%
250,038
-628,916
3848
$355K ﹤0.01%
72,888
+72,830
3849
$354K ﹤0.01%
51,678
+48,864
3850
$353K ﹤0.01%
41,134
+39,171
152 153
154
155 156