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
901
$26M 0.01%
1,502,266
+120,052
902
$26M 0.01%
2,488,094
-60,853
903
$25.8M 0.01%
462,035
-113,656
904
$25.8M 0.01%
101,136
+2,641
905
$25.8M 0.01%
769,877
-53,585
906
$25.7M 0.01%
627,503
-7,487
907
$25.7M 0.01%
367,485
+54,623
908
$25.7M 0.01%
498,689
+107,823
909
$25.7M 0.01%
297,916
+196,736
910
$25.5M 0.01%
308,053
-18,513
911
$25.5M 0.01%
800,586
+116
912
$25.4M 0.01%
123,919
+9,384
913
$25.3M 0.01%
139,372
+8,385
914
$25.2M 0.01%
427,656
+54,623
915
$25.2M 0.01%
337,137
-7,212
916
$25.2M 0.01%
250,650
-12,220
917
$25.1M 0.01%
381,264
-64,981
918
$25.1M 0.01%
729,082
-4,806
919
$25.1M 0.01%
225,685
+1,817
920
$25.1M 0.01%
1,009,519
-346,757
921
$25M 0.01%
154,142
-5,552
922
$24.9M 0.01%
1,489,561
+16,594
923
$24.8M 0.01%
650,904
-157,305
924
$24.8M 0.01%
508,983
+2,269
925
$24.8M 0.01%
744,922
+629,010
35 36
37
38 39