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
776
$33.2M 0.01%
694,388
+8,669
777
$33.2M 0.01%
1,175,873
+493,510
778
$33.2M 0.01%
1,433,762
+231,009
779
$32.9M 0.01%
508,336
+8,431
780
$32.8M 0.01%
1,006,590
+119,665
781
$32.7M 0.01%
1,065,557
-64,011
782
$32.7M 0.01%
776,139
-219,271
783
$32.7M 0.01%
1,556,577
-10,265
784
$32.6M 0.01%
1,204,144
+423,800
785
$32.6M 0.01%
1,035,635
+507,541
786
$32.6M 0.01%
208,387
-27,605
787
$32.5M 0.01%
29,342
-2,235
788
$32.5M 0.01%
2,113,413
-35,648
789
$32.4M 0.01%
370,649
-47,343
790
$32.4M 0.01%
736,195
+32,192
791
$32.3M 0.01%
367,657
-20,441
792
$32.3M 0.01%
1,081,683
+179,000
793
$32.3M 0.01%
253,226
-22,748
794
$32.1M 0.01%
632,960
+54,767
795
$32.1M 0.01%
1,460,304
+577,805
796
$32M 0.01%
702,811
+237,232
797
$31.9M 0.01%
23,130
+10,457
798
$31.9M 0.01%
352,400
-16,892
799
$31.8M 0.01%
238,272
-30,124
800
$31.7M 0.01%
631,700
+25,437
30 31
32
33 34