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
851
$28.9M 0.01%
394,403
+42,490
852
$28.7M 0.01%
394,329
+27,914
853
$28.6M 0.01%
1,258,467
+96,126
854
$28.6M 0.01%
390,136
+10,562
855
$28.5M 0.01%
365,734
+22,694
856
$28.5M 0.01%
13,902,531
+5,357,987
857
$28.4M 0.01%
2,268,124
+2,119,673
858
$28.3M 0.01%
495,626
+7,604
859
$28.3M 0.01%
238,997
-70,178
860
$28.3M 0.01%
805,697
-25,802
861
$28.2M 0.01%
698,477
+87,407
862
$28.1M 0.01%
1,899,465
+283,118
863
$28.1M 0.01%
33,313
-41,706
864
$28.1M 0.01%
1,948,740
-132,247
865
$28.1M 0.01%
1,585,849
+25,403
866
$28M 0.01%
117,895
+26,931
867
$27.9M 0.01%
633,530
+231,515
868
$27.8M 0.01%
312,917
-19,130
869
$27.7M 0.01%
1,178,861
+221,438
870
$27.7M 0.01%
638,131
+76,811
871
$27.7M 0.01%
562,518
+212,824
872
$27.6M 0.01%
227,871
+11,531
873
$27.5M 0.01%
131,780
-73,733
874
$27.4M 0.01%
1,376,500
+361,195
875
$27.4M 0.01%
725,238
+147,749
33 34
35
36 37