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
6951
$1.09K ﹤0.01%
+100
6952
$1.09K ﹤0.01%
7,591
+7,499
6953
$1.09K ﹤0.01%
+100
6954
$1.09K ﹤0.01%
+100
6955
$1.08K ﹤0.01%
24
-2,665
6956
$1.08K ﹤0.01%
+102
6957
$1.08K ﹤0.01%
+100
6958
$1.08K ﹤0.01%
+58
6959
$1.08K ﹤0.01%
+100
6960
$1.08K ﹤0.01%
100
-153
6961
$1.08K ﹤0.01%
48
-1,947
6962
$1.07K ﹤0.01%
240
+76
6963
$1.07K ﹤0.01%
+100
6964
$1.07K ﹤0.01%
300
6965
$1.07K ﹤0.01%
2,927
-29
6966
$1.07K ﹤0.01%
+100
6967
$1.07K ﹤0.01%
7,646
+3,889
6968
$1.07K ﹤0.01%
2,498
-1,200
6969
$1.07K ﹤0.01%
+100
6970
$1.07K ﹤0.01%
3
-3
6971
$1.07K ﹤0.01%
25
-75
6972
$1.07K ﹤0.01%
100
-305
6973
$1.07K ﹤0.01%
+100
6974
$1.06K ﹤0.01%
+100
6975
$1.06K ﹤0.01%
119
-47,847
277 278
279
280 281