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
1576
$7.49M ﹤0.01%
165,289
-2,488
1577
$7.48M ﹤0.01%
100,819
+41,547
1578
$7.47M ﹤0.01%
105,406
+85,084
1579
$7.44M ﹤0.01%
189,991
-25,117
1580
$7.44M ﹤0.01%
1,767,318
+52,912
1581
$7.44M ﹤0.01%
127,272
-4,232
1582
$7.44M ﹤0.01%
83,149
-33,590
1583
$7.43M ﹤0.01%
290,903
-39,212
1584
$7.42M ﹤0.01%
124,795
-104,809
1585
$7.41M ﹤0.01%
423,101
+183,374
1586
$7.34M ﹤0.01%
685,909
+119,972
1587
$7.3M ﹤0.01%
214,384
+1,995
1588
$7.29M ﹤0.01%
168,859
+28,484
1589
$7.28M ﹤0.01%
296,486
+178,061
1590
$7.27M ﹤0.01%
252,709
-190,868
1591
$7.26M ﹤0.01%
292,533
+39,813
1592
$7.25M ﹤0.01%
152,343
-2,919
1593
$7.25M ﹤0.01%
50,408
+36,223
1594
$7.24M ﹤0.01%
123,777
-53,105
1595
$7.23M ﹤0.01%
147,563
+37,217
1596
$7.22M ﹤0.01%
70,531
-17,248
1597
$7.22M ﹤0.01%
43,722
+11,208
1598
$7.21M ﹤0.01%
295,546
+94,643
1599
$7.2M ﹤0.01%
357,958
-105,539
1600
$7.18M ﹤0.01%
187,888
-17,439
62 63
64
65 66