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
1001
$21.5M 0.01%
651,594
-8,436
1002
$21.5M 0.01%
43,573
-15,308
1003
$21.5M 0.01%
701,905
-240,976
1004
$21.4M 0.01%
542,522
+174,253
1005
$21.4M 0.01%
83,597
+2,803
1006
$21.3M 0.01%
542,695
-70,656
1007
$21.2M 0.01%
940,058
-60,500
1008
$21.1M 0.01%
448,667
-11,911
1009
$21M 0.01%
249,054
+56,731
1010
$21M 0.01%
1,579,000
+96,024
1011
$21M 0.01%
380,369
-11,704
1012
$21M 0.01%
121,488
-2,177
1013
$20.9M 0.01%
153,437
-60,444
1014
$20.8M 0.01%
166,247
+68,111
1015
$20.8M 0.01%
1,504,084
-841,501
1016
$20.7M 0.01%
134,065
+35,828
1017
$20.7M 0.01%
386,642
-26,011
1018
$20.7M 0.01%
1,426,529
-4,042
1019
$20.7M 0.01%
346,279
-5,633
1020
$20.6M 0.01%
1,198,370
-1,242,610
1021
$20.6M 0.01%
291,872
+2,575
1022
$20.6M 0.01%
280,264
+26,916
1023
$20.5M 0.01%
357,547
+6,643
1024
$20.5M 0.01%
186,590
-38,815
1025
$20.5M 0.01%
695,104
-101,748
39 40
41
42 43