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
751
$34.9M 0.01%
690,515
+151,379
752
$34.8M 0.01%
829,464
-222,270
753
$34.6M 0.01%
336,097
-87,410
754
$34.5M 0.01%
355,402
-4,153
755
$34.5M 0.01%
237,486
-12,540
756
$34.5M 0.01%
683,472
-52,543
757
$34.4M 0.01%
440,711
-7,498
758
$34.4M 0.01%
274,306
-13,115
759
$34.4M 0.01%
1,890,168
-7,128
760
$34.4M 0.01%
3,770,968
-2,755,181
761
$34.3M 0.01%
533,914
+340,567
762
$34.3M 0.01%
1,003,467
-38,605
763
$34.2M 0.01%
1,508,053
-5,652
764
$34.1M 0.01%
690,259
-29,288
765
$34.1M 0.01%
1,393,032
-2,608
766
$34M 0.01%
1,248,541
+27,512
767
$33.8M 0.01%
2,313,805
-148,912
768
$33.8M 0.01%
1,333,061
-342,695
769
$33.7M 0.01%
489,200
-328,156
770
$33.5M 0.01%
662,865
-87,895
771
$33.5M 0.01%
1,688,167
-8,455
772
$33.4M 0.01%
672,056
-14,551
773
$33.3M 0.01%
1,024,170
-12,823
774
$33.3M 0.01%
1,548,182
-40,197
775
$33.2M 0.01%
928,368
+555,172
29 30
31
32 33