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
676
$43.7M 0.02%
2,603,370
+85,567
677
$43.6M 0.02%
668,015
-14,063
678
$43.5M 0.02%
793,580
+504,327
679
$43.4M 0.02%
686,253
+304,926
680
$43.3M 0.01%
216,108
-41,024
681
$43.2M 0.01%
1,375,254
+1,036,663
682
$43.1M 0.01%
145,747
+72,045
683
$43.1M 0.01%
3,964,873
+1,415,744
684
$42.7M 0.01%
1,253,748
-260,042
685
$42.7M 0.01%
201,209
-24,100
686
$42.6M 0.01%
762,319
-170,355
687
$42.5M 0.01%
444,882
-6,051
688
$42M 0.01%
476,304
+81,352
689
$41.8M 0.01%
1,321,361
-100,206
690
$41.4M 0.01%
1,540,465
+420,010
691
$41.2M 0.01%
445,706
+157,914
692
$41.2M 0.01%
445,851
+134,741
693
$41.1M 0.01%
660,933
-36,600
694
$41M 0.01%
2,348,512
-167,525
695
$41M 0.01%
623,510
-138,471
696
$40.8M 0.01%
537,201
-84,167
697
$40.7M 0.01%
265,322
+95,566
698
$40.7M 0.01%
1,511,315
+1,395,849
699
$40.7M 0.01%
1,892,256
-42,552
700
$40.6M 0.01%
2,518,722
+25,694
26 27
28
29 30