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
451
$76.8M 0.03%
2,076,340
+651,443
452
$76.7M 0.03%
778,351
+174,351
453
$76.7M 0.03%
30,181
-5,727
454
$75.9M 0.03%
333,082
-43,885
455
$75.9M 0.03%
631,326
-9,850
456
$75.6M 0.03%
628,090
-71,965
457
$75.2M 0.03%
1,790,402
-234,200
458
$74.5M 0.03%
3,425,785
+157,813
459
$74.4M 0.03%
381,721
-3,215
460
$74.4M 0.03%
529,961
-57,492
461
$73.8M 0.03%
1,266,892
-144,213
462
$73.5M 0.03%
3,550,014
+113,638
463
$73M 0.03%
804,456
-46,872
464
$72.7M 0.03%
369,491
-32,479
465
$72.6M 0.03%
100,005
-94,896
466
$72.5M 0.03%
974,388
-61,389
467
$72.5M 0.03%
1,454,341
+331,828
468
$72.2M 0.02%
537,131
-70,761
469
$72.1M 0.02%
471,368
+11,629
470
$71.6M 0.02%
2,645,382
+6,325
471
$71.5M 0.02%
480,610
-15,671
472
$71.4M 0.02%
1,053,397
-270,118
473
$71.2M 0.02%
134
+1
474
$71.2M 0.02%
1,913,507
-2,239,178
475
$71.1M 0.02%
102,736
-7,538
17 18
19
20 21