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
2351
$2.59M ﹤0.01%
288,987
-158,421
2352
$2.59M ﹤0.01%
120,046
-10,848
2353
$2.58M ﹤0.01%
38,372
+30,693
2354
$2.58M ﹤0.01%
177,815
-42,669
2355
$2.57M ﹤0.01%
57,124
+4,830
2356
$2.57M ﹤0.01%
37,751
+25,495
2357
$2.55M ﹤0.01%
119,116
+3,809
2358
$2.55M ﹤0.01%
249,459
+232
2359
$2.55M ﹤0.01%
813,840
-1,807
2360
$2.55M ﹤0.01%
46,001
-20,581
2361
$2.55M ﹤0.01%
59,156
-2,579
2362
$2.54M ﹤0.01%
63,364
+15,469
2363
$2.53M ﹤0.01%
188,081
+58,022
2364
$2.53M ﹤0.01%
689,303
+21,469
2365
$2.53M ﹤0.01%
168,420
+13,475
2366
$2.53M ﹤0.01%
244,738
-311,778
2367
$2.53M ﹤0.01%
60,089
+24,323
2368
$2.52M ﹤0.01%
61,291
-218,594
2369
$2.52M ﹤0.01%
62,674
-180,834
2370
$2.52M ﹤0.01%
68,112
+20,406
2371
$2.52M ﹤0.01%
182,927
-359,467
2372
$2.52M ﹤0.01%
184,935
+18,715
2373
$2.52M ﹤0.01%
248,153
-19,223
2374
$2.52M ﹤0.01%
284,026
-23,523
2375
$2.51M ﹤0.01%
41,078
+16
93 94
95
96 97