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
2376
$2.51M ﹤0.01%
165,640
-22,596
2377
$2.51M ﹤0.01%
26,066
-756
2378
$2.51M ﹤0.01%
172,873
-33,353
2379
$2.51M ﹤0.01%
89,458
-9,504
2380
$2.5M ﹤0.01%
63,082
+21,884
2381
$2.5M ﹤0.01%
36,415
-19,381
2382
$2.49M ﹤0.01%
135,094
+8,587
2383
$2.48M ﹤0.01%
194,508
-2,171
2384
$2.48M ﹤0.01%
35,727
-29,030
2385
$2.48M ﹤0.01%
83,733
-27,695
2386
$2.47M ﹤0.01%
100,465
-109,496
2387
$2.47M ﹤0.01%
32,853
-1,639
2388
$2.47M ﹤0.01%
371,443
-42,664
2389
$2.47M ﹤0.01%
27,304
-7,363
2390
$2.47M ﹤0.01%
79,549
-35,646
2391
$2.47M ﹤0.01%
74,268
+28,351
2392
$2.46M ﹤0.01%
20,710
-2,481
2393
$2.45M ﹤0.01%
275,279
+7,168
2394
$2.45M ﹤0.01%
54,044
+327
2395
$2.45M ﹤0.01%
118,190
+6,841
2396
$2.45M ﹤0.01%
30,859
+7,009
2397
$2.45M ﹤0.01%
414,944
-9,277
2398
$2.45M ﹤0.01%
20,795
-8,550
2399
$2.44M ﹤0.01%
23,646
+257
2400
$2.44M ﹤0.01%
45,132
-109,284
94 95
96
97 98