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
1226
$13.9M ﹤0.01%
1,436,028
-82,605
1227
$13.8M ﹤0.01%
909,928
-113,049
1228
$13.8M ﹤0.01%
495,492
-14,257
1229
$13.7M ﹤0.01%
584,413
+582,236
1230
$13.7M ﹤0.01%
2,916,787
+2,864,672
1231
$13.7M ﹤0.01%
126,042
+23,073
1232
$13.7M ﹤0.01%
64,453
+13,424
1233
$13.7M ﹤0.01%
60,564
+1,383
1234
$13.6M ﹤0.01%
471,179
+219,315
1235
$13.6M ﹤0.01%
1,332,412
+323,262
1236
$13.6M ﹤0.01%
450,748
+3,497
1237
$13.6M ﹤0.01%
327,949
+49,142
1238
$13.5M ﹤0.01%
1,361,881
+1,273,494
1239
$13.4M ﹤0.01%
226,567
+40,651
1240
$13.4M ﹤0.01%
51,676
+33,917
1241
$13.4M ﹤0.01%
402,561
-5,394
1242
$13.4M ﹤0.01%
522,053
-31,980
1243
$13.4M ﹤0.01%
692,757
-11,906
1244
$13.3M ﹤0.01%
1,280,619
+232,484
1245
$13.3M ﹤0.01%
103,002
+9,599
1246
$13.3M ﹤0.01%
37,404
-3,817
1247
$13.3M ﹤0.01%
244,829
+35,930
1248
$13.2M ﹤0.01%
820,058
+275,604
1249
$13.2M ﹤0.01%
963,027
-981,129
1250
$13.2M ﹤0.01%
542,399
-25,244
48 49
50
51 52