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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$139M 0.06%
80,434
-18,105
227
$138M 0.06%
2,477,762
-39,335
228
$138M 0.06%
1,799,794
+719,544
229
$138M 0.06%
5,552,612
+1,225,309
230
$136M 0.06%
2,909,805
+1,047,610
231
$135M 0.06%
1,165,679
-135,676
232
$134M 0.06%
2,791,194
+311,232
233
$133M 0.06%
797,813
-183,110
234
$132M 0.06%
1,213,995
+51,150
235
$131M 0.06%
1,379,960
+171,391
236
$131M 0.06%
1,419,925
-164,577
237
$130M 0.06%
1,363,314
+18,134
238
$129M 0.06%
8,379,864
-1,029,509
239
$129M 0.06%
1,491,973
+152,855
240
$128M 0.06%
4,033,362
+1,783,863
241
$128M 0.06%
1,211,434
+221,765
242
$128M 0.06%
3,278,997
-280,609
243
$127M 0.06%
1,091,417
-97,345
244
$127M 0.06%
1,045,263
+260,474
245
$125M 0.06%
2,455,290
-40,998
246
$125M 0.06%
4,742,966
+341,745
247
$125M 0.06%
2,673,837
-990,745
248
$124M 0.06%
1,466,608
+292,418
249
$124M 0.06%
2,289,214
-201,633
250
$123M 0.06%
918,397
-275,486
8 9
10
11 12