UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$6.9B 2.38%
21,840,020
-1,107,458
2
$6.37B 2.2%
37,221,406
-1,610,200
3
$3.85B 1.33%
9,009,461
+876,391
4
$3.26B 1.12%
25,611,656
-944,642
5
$2.84B 0.98%
21,734,558
-1,999,781
6
$2.78B 0.96%
112,825,896
-1,001,943
7
$2.71B 0.93%
62,350,140
-12,019,200
8
$2.26B 0.78%
15,616,622
-12,222
9
$2.18B 0.75%
6,071,820
+1,187,337
10
$1.83B 0.63%
22,077,260
-430,710
11
$1.78B 0.61%
3,526,796
-634,288
12
$1.74B 0.6%
7,566,327
-112,629
13
$1.72B 0.59%
13,027,923
-2,257,216
14
$1.7B 0.59%
12,336,734
-267,820
15
$1.65B 0.57%
25,566,013
+455,295
16
$1.61B 0.55%
5,313,272
-587,190
17
$1.6B 0.55%
5,998,763
+64,337
18
$1.57B 0.54%
10,559,985
-551,084
19
$1.54B 0.53%
2,719,189
-95,134
20
$1.51B 0.52%
9,717,946
+816,297
21
$1.49B 0.51%
10,219,881
+354,521
22
$1.45B 0.5%
5,324,098
-31,659
23
$1.42B 0.49%
4,739,002
+676,724
24
$1.38B 0.48%
8,205,815
+1,002,082
25
$1.35B 0.47%
25,183,428
-3,843,361
1
2 3 4 5