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
426
$83.4M 0.03%
1,370,348
+464,231
427
$82.8M 0.03%
1,346,998
+171,460
428
$82.6M 0.03%
957,575
-109,009
429
$82.2M 0.03%
2,327,622
+188,403
430
$81.7M 0.03%
777,148
-17,263
431
$81.7M 0.03%
1,761,265
-8,885
432
$81.7M 0.03%
2,213,599
-1,683
433
$81.5M 0.03%
2,425,000
-547,960
434
$81.4M 0.03%
3,415,063
-38,803
435
$80.5M 0.03%
184,029
+43,742
436
$80.3M 0.03%
2,418,805
+127,514
437
$80.2M 0.03%
1,514,086
-76,666
438
$80.2M 0.03%
294,561
+3,646
439
$79.9M 0.03%
3,978,481
+3,600,760
440
$78.8M 0.03%
1,384,570
+192,165
441
$78.6M 0.03%
531,531
+162,710
442
$78.5M 0.03%
1,267,897
-144,410
443
$78.4M 0.03%
3,087,640
-180,240
444
$78.3M 0.03%
1,449,115
-39,525
445
$78.2M 0.03%
4,888,757
+577,440
446
$78.1M 0.03%
2,271,624
+101,020
447
$77.5M 0.03%
2,528,501
-818,369
448
$77M 0.03%
1,504,403
-220,924
449
$76.9M 0.03%
6,188,585
-4,195,075
450
$76.9M 0.03%
421,014
+29,290
16 17
18
19 20