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
8676
– –
-414
8677
– –
-150
8678
– –
-74
8679
– –
-890
8680
– –
0
8681
– –
-1,489
8682
– –
-4,261
8683
– –
-1
8684
– –
-134
8685
– –
-1,925
8686
– –
-5,232
8687
– –
-1,940
8688
– –
-140
8689
– –
-1,399
8690
– –
-63
8691
– –
-4,330
8692
– –
0
8693
– –
-700
8694
– –
-142
8695
– –
-8,350
8696
– –
-2
8697
– –
-6
8698
– –
-1,019
8699
– –
-376
8700
– –
-874
346 347
348
349 350