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
1876
$4.85M ﹤0.01%
40,132
+5,016
1877
$4.84M ﹤0.01%
39,539
+10,193
1878
$4.84M ﹤0.01%
26,920
+14,733
1879
$4.84M ﹤0.01%
112,392
-4,687
1880
$4.83M ﹤0.01%
209,444
+89,844
1881
$4.81M ﹤0.01%
107,822
-37,510
1882
$4.81M ﹤0.01%
198,522
-8,402
1883
$4.8M ﹤0.01%
129,435
+128,570
1884
$4.79M ﹤0.01%
627,602
+8,526
1885
$4.79M ﹤0.01%
140,892
+4,219
1886
$4.79M ﹤0.01%
27,718
-2,187
1887
$4.77M ﹤0.01%
105,579
+17,100
1888
$4.76M ﹤0.01%
118,420
+116,847
1889
$4.75M ﹤0.01%
32,658
-28,036
1890
$4.74M ﹤0.01%
162,470
+78,140
1891
$4.74M ﹤0.01%
85,257
-1,803
1892
$4.74M ﹤0.01%
81,471
+13,698
1893
$4.74M ﹤0.01%
83,157
-9,658
1894
$4.73M ﹤0.01%
227,301
+33,812
1895
$4.73M ﹤0.01%
31,586
-5,490
1896
$4.73M ﹤0.01%
112,227
-30,998
1897
$4.73M ﹤0.01%
162,147
-51,486
1898
$4.72M ﹤0.01%
143,627
-47,579
1899
$4.71M ﹤0.01%
160,074
-222,996
1900
$4.7M ﹤0.01%
572,371
-35,040
74 75
76
77 78