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
801
$31.7M 0.01%
141,854
-18,293
802
$31.6M 0.01%
1,814,976
-90,538
803
$31.6M 0.01%
1,019,121
+466,301
804
$31.6M 0.01%
143,822
+21,024
805
$31.5M 0.01%
21,369
+1,770
806
$31.4M 0.01%
343,992
+40,573
807
$31.3M 0.01%
333,200
-4,861
808
$31.2M 0.01%
643,595
-12,637
809
$31M 0.01%
654,198
-22,331
810
$31M 0.01%
268,435
-131,192
811
$31M 0.01%
1,648,427
-536,694
812
$30.9M 0.01%
302,558
-39,511
813
$30.9M 0.01%
763,212
-204,456
814
$30.8M 0.01%
172,297
-26,983
815
$30.8M 0.01%
289,474
-24,874
816
$30.8M 0.01%
614,536
+43,741
817
$30.7M 0.01%
302,639
+602
818
$30.6M 0.01%
1,208,289
-485,361
819
$30.6M 0.01%
496,351
-33,617
820
$30.6M 0.01%
1,256,078
+240,716
821
$30.6M 0.01%
285,136
-37,128
822
$30.5M 0.01%
413,327
-68,297
823
$30.4M 0.01%
1,413,073
+504,105
824
$30.2M 0.01%
319,005
-21,388
825
$30.2M 0.01%
1,231,764
+199,625
31 32
33
34 35