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
551
$57.8M 0.02%
286,308
-9,990
552
$57.8M 0.02%
3,856,179
+712,402
553
$57.8M 0.02%
1,040,599
+103,361
554
$57.4M 0.02%
181,545
-33,339
555
$57.3M 0.02%
685,446
+25,786
556
$57.1M 0.02%
627,390
+143,960
557
$56.6M 0.02%
938,616
-444,150
558
$56.5M 0.02%
2,061,251
-598,243
559
$56.4M 0.02%
1,938,912
+115,281
560
$56.4M 0.02%
1,218,502
+150,886
561
$56.1M 0.02%
409,199
+140,805
562
$56.1M 0.02%
698,055
+30,301
563
$56M 0.02%
755,759
-51,206
564
$55.9M 0.02%
5,106,782
-168,631
565
$55.8M 0.02%
3,989,128
+218,949
566
$55.6M 0.02%
2,999,188
+1,639,717
567
$55.5M 0.02%
419,530
-52,108
568
$55.4M 0.02%
3,323,016
+378,860
569
$55.3M 0.02%
506,759
+48,904
570
$55M 0.02%
232,991
+20,837
571
$55M 0.02%
133,873
-5,668
572
$54.9M 0.02%
797,423
-603,835
573
$54.8M 0.02%
2,138,063
+211,881
574
$54.6M 0.02%
313,477
-77,819
575
$54.4M 0.02%
1,473,131
-15,309
21 22
23
24 25