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
701
$40.6M 0.01%
1,034,166
+32,193
702
$40.6M 0.01%
1,478,910
+257,630
703
$40.4M 0.01%
1,276,304
-23,651
704
$40.1M 0.01%
1,994,891
+237,028
705
$40M 0.01%
590,688
-27,753
706
$39.8M 0.01%
424,190
-55,358
707
$39.8M 0.01%
1,664,683
-183,934
708
$39.5M 0.01%
678,918
-394,952
709
$39.2M 0.01%
268,027
-8,908
710
$39.2M 0.01%
664,917
-78,844
711
$39.2M 0.01%
1,104,571
+519,041
712
$39.1M 0.01%
1,287,311
+208,753
713
$39.1M 0.01%
1,688,944
-26,425
714
$39.1M 0.01%
893,603
-44,808
715
$39M 0.01%
521,680
+335,398
716
$38.5M 0.01%
872,162
-66,051
717
$38.4M 0.01%
360,428
+32,512
718
$38.4M 0.01%
886,447
-18,986
719
$38.3M 0.01%
1,098,053
+38,834
720
$38.3M 0.01%
2,038,676
-582,500
721
$37.9M 0.01%
335,697
+82,265
722
$37.8M 0.01%
484,277
+87,083
723
$37.7M 0.01%
4,173,406
+1,103,676
724
$37.6M 0.01%
1,065,051
+942,259
725
$37.5M 0.01%
489,279
+6,908
27 28
29
30 31