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
126
$375M 0.13%
4,991,822
+315,693
127
$374M 0.13%
1,157,107
-240,667
128
$374M 0.13%
6,167,385
-298,290
129
$372M 0.13%
1,272,584
-107,569
130
$370M 0.13%
3,955,778
-3,056,997
131
$368M 0.13%
9,755,050
-429,580
132
$365M 0.13%
3,050,043
-289,272
133
$359M 0.12%
5,723,200
+375,240
134
$355M 0.12%
25,274,342
+883,251
135
$354M 0.12%
968,704
-56,551
136
$353M 0.12%
1,294,054
-374,800
137
$349M 0.12%
2,493,605
+312,432
138
$347M 0.12%
890,717
+1,780
139
$347M 0.12%
7,207,201
-443,665
140
$347M 0.12%
14,691,066
-266,865
141
$342M 0.12%
3,356,954
-20,745
142
$336M 0.12%
3,248,365
+145,946
143
$335M 0.12%
3,302,410
-328,569
144
$334M 0.12%
2,379,276
-650,300
145
$330M 0.11%
2,312,331
-77,778
146
$328M 0.11%
4,360,999
-11,293
147
$327M 0.11%
1,390,176
-12,969
148
$316M 0.11%
944,246
+144,469
149
$315M 0.11%
4,017,204
-465,003
150
$315M 0.11%
2,109,893
-334,242
4 5
6
7 8