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
2451
$2.27M ﹤0.01%
100,715
-3,124
2452
$2.27M ﹤0.01%
171,031
+29
2453
$2.26M ﹤0.01%
109,696
-22,244
2454
$2.26M ﹤0.01%
162,759
-77,957
2455
$2.26M ﹤0.01%
37,245
-34,639
2456
$2.25M ﹤0.01%
57,186
-26,527
2457
$2.25M ﹤0.01%
18,864
+13,341
2458
$2.24M ﹤0.01%
14,493
-19,320
2459
$2.24M ﹤0.01%
80,578
+74,055
2460
$2.24M ﹤0.01%
106,504
+1,293
2461
$2.23M ﹤0.01%
12,232
+318
2462
$2.23M ﹤0.01%
103,204
-163,004
2463
$2.23M ﹤0.01%
108,352
-110,215
2464
$2.23M ﹤0.01%
262,632
-47,663
2465
$2.23M ﹤0.01%
18,246
-63,006
2466
$2.23M ﹤0.01%
86,179
+58,122
2467
$2.22M ﹤0.01%
+124,914
2468
$2.22M ﹤0.01%
829,117
-33,670
2469
$2.22M ﹤0.01%
766,977
-42,283
2470
$2.21M ﹤0.01%
198,411
-3,719
2471
$2.21M ﹤0.01%
305,285
+14,530
2472
$2.21M ﹤0.01%
113,045
+1,796
2473
$2.21M ﹤0.01%
220,635
+4,384
2474
$2.2M ﹤0.01%
116,596
-413
2475
$2.2M ﹤0.01%
704,757
-13,848
97 98
99
100 101