We are live on ! Find out more
UBS Group

UBS Group Portfolio holdings

AUM $564B
1-Year Est. Return 30.41%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.41%
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
+$440M
2
+$390M
3
+$275M
4
AMD icon
Advanced Micro Devices
AMD
+$228M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$213M

Top Sells

1
+$538M
2
+$473M
3
+$397M
4
MSFT icon
Microsoft
MSFT
+$366M
5
UNH icon
UnitedHealth
UNH
+$312M

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
9026
– –
-66
9027
– –
-297
9028
– –
-7,600
9029
– –
-117
9030
– –
-38
9031
– –
-1
9032
– –
-17
9033
– –
-610
9034
– –
-1,655
9035
– –
-31
9036
– –
-2,343
9037
– –
-167
9038
– –
-200
9039
– –
-808
9040
– –
-2
9041
– –
-268
9042
– –
-276
9043
– –
-1
9044
– –
-11
9045
– –
-26,602
9046
– –
-8,616
9047
– –
-420
9048
– –
-570
9049
– –
-450
9050
– –
-40
360 361
362
363 364