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
401
$89.8M 0.03%
1,142,864
-829,233
402
$89.7M 0.03%
3,490,741
+306,326
403
$89.6M 0.03%
1,167,297
-167,037
404
$88.4M 0.03%
1,620,057
+63,365
405
$88.1M 0.03%
2,672,714
+49,379
406
$88M 0.03%
425,406
-17,234
407
$88M 0.03%
528,452
-306,701
408
$87.8M 0.03%
3,656,796
-564,133
409
$87M 0.03%
622,571
-82,885
410
$86.9M 0.03%
432,126
-59,376
411
$86.8M 0.03%
721,536
-156,856
412
$86.5M 0.03%
864,019
-322,666
413
$86.3M 0.03%
875,936
+112,167
414
$86.2M 0.03%
1,169,360
-344,109
415
$86.2M 0.03%
11,456,224
+1,612,295
416
$86.1M 0.03%
1,626,147
-271,460
417
$85.9M 0.03%
104,420
-56,022
418
$85.7M 0.03%
2,054,341
+645,710
419
$85.1M 0.03%
346,027
+35,033
420
$85M 0.03%
415,412
+9,554
421
$84.9M 0.03%
1,119,206
+110,363
422
$84.4M 0.03%
1,706,290
+303,310
423
$84.1M 0.03%
1,337,337
+208,422
424
$84.1M 0.03%
1,411,098
+1,027,835
425
$84.1M 0.03%
1,235,887
+12,971
15 16
17
18 19