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
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$3.04B
2
+$2B
3
+$1.79B
4
AMZN icon
Amazon
AMZN
+$1.24B
5
META icon
Meta Platforms (Facebook)
META
+$1.03B

Top Sells

1
+$555M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
CRH icon
CRH
CRH
+$213M

Sector Composition

1 Technology 20.26%
2 Financials 10.32%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$263M 0.07%
1,000,551
-136,630
227
$262M 0.07%
2,298,294
-50,357
228
$262M 0.07%
977,366
+138,055
229
$262M 0.07%
2,131,643
+314,426
230
$260M 0.06%
1,048,396
-67,573
231
$257M 0.06%
2,321,718
+86,209
232
$256M 0.06%
1,272,461
+237,594
233
$254M 0.06%
3,585,787
-459,387
234
$249M 0.06%
2,146,040
+207,650
235
$248M 0.06%
257,481
+122,544
236
$244M 0.06%
863,199
+44,712
237
$242M 0.06%
822,412
+242,873
238
$242M 0.06%
1,513,862
+282,322
239
$242M 0.06%
20,527,749
+9,800,469
240
$242M 0.06%
1,549,117
-32,081
241
$241M 0.06%
4,046,977
-357,488
242
$240M 0.06%
1,791,343
+1,649,023
243
$240M 0.06%
446,841
-12,819
244
$239M 0.06%
1,823,061
-170,477
245
$239M 0.06%
572,180
+148,474
246
$238M 0.06%
1,029,472
+206,903
247
$237M 0.06%
828,071
+16,448
248
$234M 0.06%
3,228,560
-134,628
249
$233M 0.06%
2,593,471
-131,306
250
$232M 0.06%
405,096
+155,590
8 9
10
11 12