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
151
$311M 0.11%
4,297,736
-171,627
152
$310M 0.11%
5,795,557
+1,024,956
153
$306M 0.11%
1,527,257
+120,552
154
$305M 0.11%
1,429,618
-28,503
155
$302M 0.1%
1,064,928
-464,131
156
$301M 0.1%
8,594,757
-518,122
157
$300M 0.1%
1,861,163
+120,148
158
$296M 0.1%
6,162,212
-5,499
159
$296M 0.1%
4,236,817
-26,223
160
$295M 0.1%
2,603,047
+498,413
161
$293M 0.1%
10,717,731
+236,678
162
$291M 0.1%
5,520,014
-197,537
163
$291M 0.1%
3,781,059
+189,980
164
$290M 0.1%
3,858,704
-223,477
165
$290M 0.1%
5,246,298
-97,198
166
$288M 0.1%
1,928,713
-75,880
167
$286M 0.1%
2,791,159
-36,781
168
$286M 0.1%
1,244,851
+68,804
169
$286M 0.1%
5,506,953
-202,517
170
$285M 0.1%
92,357
-5,195
171
$278M 0.1%
5,629,939
+34,999
172
$275M 0.09%
601,552
-7,425
173
$274M 0.09%
4,610,994
-911,433
174
$273M 0.09%
487,929
+20,048
175
$273M 0.09%
4,982,184
+4,831,573
5 6
7
8 9