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
2301
$2.75M ﹤0.01%
35,012
-5,507
2302
$2.75M ﹤0.01%
64,176
+574
2303
$2.75M ﹤0.01%
200,140
-7,701
2304
$2.74M ﹤0.01%
35,965
-10,189
2305
$2.74M ﹤0.01%
56,154
-34,019
2306
$2.74M ﹤0.01%
58,006
-21,341
2307
$2.74M ﹤0.01%
+85,274
2308
$2.74M ﹤0.01%
23,617
-29,400
2309
$2.73M ﹤0.01%
461,658
+33,280
2310
$2.73M ﹤0.01%
77,422
-4,052
2311
$2.72M ﹤0.01%
96,817
-10,796
2312
$2.72M ﹤0.01%
27,144
-4,632
2313
$2.72M ﹤0.01%
216,853
-53,220
2314
$2.71M ﹤0.01%
58,637
+11,802
2315
$2.7M ﹤0.01%
59,255
+1,950
2316
$2.7M ﹤0.01%
29,583
+23,097
2317
$2.69M ﹤0.01%
327,424
-36,106
2318
$2.69M ﹤0.01%
230,346
-148,704
2319
$2.69M ﹤0.01%
97,159
-39,295
2320
$2.69M ﹤0.01%
11,103
+3,097
2321
$2.68M ﹤0.01%
448,678
-178,026
2322
$2.68M ﹤0.01%
179,821
-627,586
2323
$2.68M ﹤0.01%
1,625,240
-86
2324
$2.68M ﹤0.01%
45,083
+43,954
2325
$2.68M ﹤0.01%
285,532
+74,704
91 92
93
94 95