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
501
$66.9M 0.02%
1,582,741
-32,562
502
$66.8M 0.02%
681,129
+407,231
503
$66.7M 0.02%
3,009,130
+47,222
504
$66.6M 0.02%
2,977,513
+529,617
505
$66.4M 0.02%
204,748
-34,876
506
$65.9M 0.02%
1,757,117
-160,631
507
$65.8M 0.02%
947,344
+136,535
508
$65.8M 0.02%
430,731
-72,776
509
$65.5M 0.02%
618,331
-102,970
510
$65.5M 0.02%
615,042
+183,668
511
$65.3M 0.02%
628,002
+29,895
512
$65.1M 0.02%
1,054,885
+36,393
513
$64.9M 0.02%
3,552,882
-5,856
514
$64.9M 0.02%
1,466,747
+161,277
515
$64.7M 0.02%
3,782,535
-903,671
516
$64.7M 0.02%
1,934,313
-280,272
517
$64.5M 0.02%
1,011,615
+118,629
518
$64.4M 0.02%
994,718
+20,154
519
$64.3M 0.02%
495,264
-8,375
520
$63.7M 0.02%
563,543
+56,079
521
$63M 0.02%
2,546,378
-107,818
522
$61.8M 0.02%
636,768
+133,814
523
$61.8M 0.02%
534,044
-55,366
524
$61.7M 0.02%
1,381,731
-22,912
525
$61.7M 0.02%
1,378,847
-135,186
19 20
21
22 23