UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$627M 0.22%
5,917,856
-114,253
77
$621M 0.21%
3,187,150
+224,876
78
$617M 0.21%
7,551,730
+377,831
79
$606M 0.21%
6,600,184
-534,641
80
$603M 0.21%
3,169,555
-210,243
81
$600M 0.21%
5,115,182
-215,022
82
$580M 0.2%
16,317,144
-4,294,317
83
$569M 0.2%
8,200,006
-58,306
84
$566M 0.2%
1,383,900
-179,738
85
$548M 0.19%
16,515,692
-11,519,001
86
$546M 0.19%
3,945,533
+151,629
87
$545M 0.19%
3,543,957
-103,082
88
$544M 0.19%
5,688,403
-666,503
89
$542M 0.19%
4,879,036
-59,498
90
$537M 0.19%
7,694,134
-842,844
91
$537M 0.19%
4,075,374
-69,040
92
$529M 0.18%
4,937,435
+11,120
93
$524M 0.18%
4,133,029
-135,800
94
$517M 0.18%
799,844
-26,042
95
$494M 0.17%
8,473,636
-203,411
96
$494M 0.17%
2,375,390
+14,511
97
$490M 0.17%
6,050,095
-1,507,654
98
$488M 0.17%
14,717,442
-1,749,197
99
$488M 0.17%
6,024,731
-1,366,428
100
$486M 0.17%
3,777,893
-18,311
2 3
4
5 6