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
2401
$2.44M ﹤0.01%
130,545
-49,925
2402
$2.43M ﹤0.01%
159,445
-114,543
2403
$2.43M ﹤0.01%
81,858
-63,835
2404
$2.43M ﹤0.01%
32,210
+12,243
2405
$2.43M ﹤0.01%
36,211
+2,846
2406
$2.42M ﹤0.01%
4,156
-261
2407
$2.42M ﹤0.01%
220,498
+29,348
2408
$2.42M ﹤0.01%
49,099
+978
2409
$2.42M ﹤0.01%
78,919
-86,484
2410
$2.41M ﹤0.01%
93,359
+31,922
2411
$2.39M ﹤0.01%
54,511
-356
2412
$2.38M ﹤0.01%
100,000
2413
$2.37M ﹤0.01%
32,018
-4,025
2414
$2.37M ﹤0.01%
116,335
+5,267
2415
$2.37M ﹤0.01%
282,064
-25,840
2416
$2.36M ﹤0.01%
170,455
-3,880
2417
$2.36M ﹤0.01%
1,112,189
+1,102,636
2418
$2.36M ﹤0.01%
52,213
-3,352
2419
$2.35M ﹤0.01%
389,074
+18,588
2420
$2.35M ﹤0.01%
261,338
+3,233
2421
$2.35M ﹤0.01%
26,867
+1,040
2422
$2.35M ﹤0.01%
55,079
-444
2423
$2.35M ﹤0.01%
403,621
+329,279
2424
$2.34M ﹤0.01%
44,173
+12,742
2425
$2.33M ﹤0.01%
62,319
-4,090
95 96
97
98 99