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
101
$481M 0.17%
17,551,395
-4,958,190
102
$477M 0.16%
9,513,362
-1,998,340
103
$471M 0.16%
1,958,023
+21,291
104
$470M 0.16%
2,859,219
-125,881
105
$464M 0.16%
10,468,588
-4,987,458
106
$460M 0.16%
4,103,866
-93,950
107
$459M 0.16%
2,206,490
-179,922
108
$451M 0.16%
13,928,835
-1,902,559
109
$437M 0.15%
3,637,849
-393,297
110
$434M 0.15%
1,518,807
+3,845
111
$431M 0.15%
4,959,667
+1,441,399
112
$426M 0.15%
1,129,751
+8,972
113
$421M 0.15%
8,371,252
+667,163
114
$407M 0.14%
2,081,349
+27,911
115
$403M 0.14%
1,221,904
-32,590
116
$402M 0.14%
6,920,055
+763,736
117
$400M 0.14%
782,725
+40,548
118
$400M 0.14%
4,497,116
-191,309
119
$398M 0.14%
3,603,662
+1,233,794
120
$397M 0.14%
4,106,016
+149,353
121
$391M 0.13%
2,233,550
+260,857
122
$388M 0.13%
5,709,990
+661,555
123
$388M 0.13%
2,024,059
-543,750
124
$379M 0.13%
22,458,288
-405,603
125
$378M 0.13%
5,453,893
+79,532
3 4
5
6 7