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
2276
$2.82M ﹤0.01%
83,543
-1,429
2277
$2.82M ﹤0.01%
64,257
-12,179
2278
$2.82M ﹤0.01%
53,191
-7,460
2279
$2.82M ﹤0.01%
258,042
-50,637
2280
$2.81M ﹤0.01%
62,020
-106
2281
$2.81M ﹤0.01%
209,869
+17,107
2282
$2.81M ﹤0.01%
24,039
+360
2283
$2.8M ﹤0.01%
281,946
+2,626
2284
$2.8M ﹤0.01%
73,290
+857
2285
$2.8M ﹤0.01%
85,010
+3,970
2286
$2.8M ﹤0.01%
38,836
-13,092
2287
$2.79M ﹤0.01%
290,656
+96,711
2288
$2.79M ﹤0.01%
289,717
+248,651
2289
$2.79M ﹤0.01%
127,657
+26,599
2290
$2.79M ﹤0.01%
72,571
-42,829
2291
$2.78M ﹤0.01%
103,898
-7,391
2292
$2.78M ﹤0.01%
160,501
-5,935
2293
$2.78M ﹤0.01%
269,026
-6,514
2294
$2.77M ﹤0.01%
236,222
-29,043
2295
$2.77M ﹤0.01%
13,919
-17,860
2296
$2.77M ﹤0.01%
60,548
-291
2297
$2.76M ﹤0.01%
189,443
+108,825
2298
$2.76M ﹤0.01%
138,363
-16,133
2299
$2.75M ﹤0.01%
19,200
-1,513
2300
$2.75M ﹤0.01%
60,082
-114,257
90 91
92
93 94