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
2551
$1.71M ﹤0.01%
53,939
+22,360
2552
$1.71M ﹤0.01%
31,797
+6,783
2553
$1.71M ﹤0.01%
2,079
+1,107
2554
$1.71M ﹤0.01%
333,108
-36,087
2555
$1.7M ﹤0.01%
65,503
+49,512
2556
$1.7M ﹤0.01%
14,791
-58,721
2557
$1.7M ﹤0.01%
85,808
+10,445
2558
$1.7M ﹤0.01%
185,054
-37,471
2559
$1.7M ﹤0.01%
42,413
-150,412
2560
$1.7M ﹤0.01%
150,903
+18,589
2561
$1.69M ﹤0.01%
114,864
-54,129
2562
$1.69M ﹤0.01%
47,635
-3
2563
$1.69M ﹤0.01%
22,494
+8,205
2564
$1.69M ﹤0.01%
69,676
-78,115
2565
$1.68M ﹤0.01%
350,809
+184,822
2566
$1.68M ﹤0.01%
250,453
+41,388
2567
$1.68M ﹤0.01%
90,704
-167,743
2568
$1.68M ﹤0.01%
30,634
-19,379
2569
$1.68M ﹤0.01%
90,075
-6,561
2570
$1.67M ﹤0.01%
695,226
+532,674
2571
$1.67M ﹤0.01%
270,840
+176,853
2572
$1.67M ﹤0.01%
36,886
+29,633
2573
$1.67M ﹤0.01%
171,482
-3,976
2574
$1.67M ﹤0.01%
14,280
+9,046
2575
$1.67M ﹤0.01%
138,953
-10,823
101 102
103
104 105