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
2251
$2.93M ﹤0.01%
11,096
-3,696
2252
$2.93M ﹤0.01%
202,650
+10,761
2253
$2.92M ﹤0.01%
124,699
+13,883
2254
$2.92M ﹤0.01%
122,923
+74,416
2255
$2.91M ﹤0.01%
51,515
+22,577
2256
$2.91M ﹤0.01%
31,431
-2,916
2257
$2.9M ﹤0.01%
31,618
+24,151
2258
$2.9M ﹤0.01%
316,147
-10,523
2259
$2.89M ﹤0.01%
56,852
+8,914
2260
$2.89M ﹤0.01%
129,296
+992
2261
$2.89M ﹤0.01%
285,525
-16,777
2262
$2.88M ﹤0.01%
234,226
+1,885
2263
$2.88M ﹤0.01%
89,008
+24,682
2264
$2.88M ﹤0.01%
70,371
-1,383
2265
$2.87M ﹤0.01%
406,301
+8,308
2266
$2.87M ﹤0.01%
119,398
-7,808
2267
$2.87M ﹤0.01%
100,848
-4,363
2268
$2.86M ﹤0.01%
64,319
-32,509
2269
$2.85M ﹤0.01%
98,563
+25,882
2270
$2.85M ﹤0.01%
20,892
+828
2271
$2.84M ﹤0.01%
117,683
+51,694
2272
$2.83M ﹤0.01%
582,736
-579,712
2273
$2.83M ﹤0.01%
164,641
-7,745
2274
$2.83M ﹤0.01%
76,957
-6,792
2275
$2.82M ﹤0.01%
197,365
+12,574
89 90
91
92 93