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
2201
$3.11M ﹤0.01%
71,320
-27,795
2202
$3.1M ﹤0.01%
40,866
-13,117
2203
$3.1M ﹤0.01%
184,176
+46,164
2204
$3.09M ﹤0.01%
63,358
-2,672
2205
$3.09M ﹤0.01%
158,781
-6,946
2206
$3.09M ﹤0.01%
122,200
-46,643
2207
$3.09M ﹤0.01%
135,026
-5,779
2208
$3.08M ﹤0.01%
202,131
+7,915
2209
$3.08M ﹤0.01%
184,645
+57,561
2210
$3.08M ﹤0.01%
17,410
-5,079
2211
$3.08M ﹤0.01%
128,334
+3,367
2212
$3.08M ﹤0.01%
166,322
-37,372
2213
$3.07M ﹤0.01%
127,810
-51,849
2214
$3.06M ﹤0.01%
199,308
-16,664
2215
$3.06M ﹤0.01%
50,273
+1,200
2216
$3.06M ﹤0.01%
32,445
-10,946
2217
$3.06M ﹤0.01%
45,207
+8,929
2218
$3.05M ﹤0.01%
65,929
-5,044
2219
$3.04M ﹤0.01%
69,947
+2,634
2220
$3.04M ﹤0.01%
119,864
-92,879
2221
$3.04M ﹤0.01%
159,306
-105,085
2222
$3.04M ﹤0.01%
119,929
-23,995
2223
$3.04M ﹤0.01%
90,457
-36,622
2224
$3.03M ﹤0.01%
73,051
-21,453
2225
$3.03M ﹤0.01%
120,445
+11,503
87 88
89
90 91