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
2226
$3.02M ﹤0.01%
320,741
2227
$3.02M ﹤0.01%
58,569
+25,295
2228
$3.02M ﹤0.01%
144,696
+4,995
2229
$3.01M ﹤0.01%
78,761
-91,595
2230
$3M ﹤0.01%
35,422
-2,905
2231
$3M ﹤0.01%
140,211
-66,206
2232
$3M ﹤0.01%
106,865
-78,860
2233
$3M ﹤0.01%
93,504
-57,840
2234
$2.98M ﹤0.01%
348,528
+3,178
2235
$2.98M ﹤0.01%
41,017
-5,916
2236
$2.98M ﹤0.01%
45,147
+356
2237
$2.97M ﹤0.01%
355,565
+210,173
2238
$2.97M ﹤0.01%
173,726
+6,298
2239
$2.97M ﹤0.01%
31,944
-30,579
2240
$2.97M ﹤0.01%
168,789
-6,369
2241
$2.96M ﹤0.01%
150,874
-598
2242
$2.96M ﹤0.01%
31,758
-3,603
2243
$2.95M ﹤0.01%
254,501
+183,569
2244
$2.95M ﹤0.01%
189,978
-18,159
2245
$2.95M ﹤0.01%
58,403
+31,968
2246
$2.95M ﹤0.01%
30,106
+5,778
2247
$2.95M ﹤0.01%
167,335
-727,016
2248
$2.94M ﹤0.01%
75,589
-4,628
2249
$2.94M ﹤0.01%
40,021
+6,099
2250
$2.94M ﹤0.01%
71,592
+12,128
88 89
90
91 92