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
826
$30.1M 0.01%
34,634
+10,891
827
$30.1M 0.01%
262,345
-57,341
828
$30M 0.01%
1,704,593
+151,915
829
$29.9M 0.01%
223,875
+199
830
$29.9M 0.01%
711,780
+40,414
831
$29.9M 0.01%
387,833
-4,050
832
$29.7M 0.01%
443,644
-8,067
833
$29.7M 0.01%
444,974
-12,856
834
$29.7M 0.01%
621,884
+16,226
835
$29.6M 0.01%
345,390
+64,584
836
$29.5M 0.01%
314,500
+129,801
837
$29.5M 0.01%
455,767
+56,262
838
$29.4M 0.01%
271,692
-41,940
839
$29.4M 0.01%
750,141
+8,753
840
$29.4M 0.01%
1,567,604
+133,157
841
$29.4M 0.01%
310,515
-20,245
842
$29.4M 0.01%
707,306
+423,488
843
$29.3M 0.01%
181,967
+1,812
844
$29.1M 0.01%
2,088,974
-4,873
845
$29.1M 0.01%
673,962
+326,131
846
$29.1M 0.01%
1,292,516
-131,732
847
$29M 0.01%
2,864,459
-24,869
848
$29M 0.01%
500,808
-61,684
849
$28.9M 0.01%
1,197,463
-635,326
850
$28.9M 0.01%
963,603
-85,658
32 33
34
35 36