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
526
$61.6M 0.02%
788,761
+86,224
527
$61.6M 0.02%
508,994
-170,145
528
$61.5M 0.02%
1,344,938
+24,208
529
$61.2M 0.02%
1,083,509
-104,546
530
$61M 0.02%
13,427,355
+322,695
531
$60.6M 0.02%
118,139
-45,809
532
$60.5M 0.02%
560,244
-39,197
533
$60.5M 0.02%
2,220,932
-6,146
534
$60.3M 0.02%
1,244,275
-122,800
535
$59.9M 0.02%
2,215,625
-2,938,477
536
$59.8M 0.02%
234,073
-8,105
537
$59.6M 0.02%
1,069,666
-252,540
538
$59.6M 0.02%
890,667
-167,629
539
$59.4M 0.02%
453,068
-165,436
540
$59.4M 0.02%
561,091
-475,144
541
$59.4M 0.02%
1,391,744
-111,910
542
$58.8M 0.02%
342,515
+28,648
543
$58.8M 0.02%
1,027,462
-94,053
544
$58.6M 0.02%
1,466,719
-52,964
545
$58.6M 0.02%
4,164,723
-9,142
546
$58.4M 0.02%
648,923
-3,172
547
$58.3M 0.02%
549,266
-10,075
548
$58.3M 0.02%
542,369
-32,074
549
$58.2M 0.02%
522,001
-137,187
550
$58M 0.02%
754,147
-34,472
20 21
22
23 24