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
2426
$2.33M ﹤0.01%
151,337
+92,893
2427
$2.32M ﹤0.01%
33,057
-5,226
2428
$2.31M ﹤0.01%
77,823
-65,002
2429
$2.31M ﹤0.01%
140,987
-134,064
2430
$2.31M ﹤0.01%
42,487
+1,301
2431
$2.31M ﹤0.01%
634,351
-157,495
2432
$2.31M ﹤0.01%
449,332
+30,182
2433
$2.3M ﹤0.01%
88,588
+85,358
2434
$2.3M ﹤0.01%
53,275
+2,553
2435
$2.3M ﹤0.01%
44,145
-30,553
2436
$2.3M ﹤0.01%
14,108
-1,524
2437
$2.3M ﹤0.01%
151,222
+1,135
2438
$2.29M ﹤0.01%
254,664
-1,574
2439
$2.29M ﹤0.01%
146,043
+1,635
2440
$2.29M ﹤0.01%
32,784
+18,205
2441
$2.29M ﹤0.01%
66,797
+2,523
2442
$2.29M ﹤0.01%
32,373
-4,861
2443
$2.28M ﹤0.01%
55,942
-896
2444
$2.28M ﹤0.01%
58,568
+6,484
2445
$2.28M ﹤0.01%
259,467
-6,899
2446
$2.28M ﹤0.01%
181,507
+74,404
2447
$2.28M ﹤0.01%
107,228
+48,568
2448
$2.28M ﹤0.01%
107,470
-138,269
2449
$2.27M ﹤0.01%
27,392
-5,156
2450
$2.27M ﹤0.01%
100,348
-94,317
96 97
98
99 100