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
2576
$1.66M ﹤0.01%
50,757
-2,127
2577
$1.66M ﹤0.01%
133,238
-19,278
2578
$1.65M ﹤0.01%
131,636
+56,826
2579
$1.65M ﹤0.01%
154,848
+3,320
2580
$1.65M ﹤0.01%
33,182
-2,544
2581
$1.65M ﹤0.01%
22,227
+608
2582
$1.65M ﹤0.01%
45,959
-66,394
2583
$1.64M ﹤0.01%
23,100
-1,198
2584
$1.64M ﹤0.01%
120,427
-33,474
2585
$1.64M ﹤0.01%
4,844
+855
2586
$1.64M ﹤0.01%
67,733
+5,387
2587
$1.64M ﹤0.01%
81,795
+3,953
2588
$1.64M ﹤0.01%
442,881
-5,886
2589
$1.63M ﹤0.01%
59,157
+40,265
2590
$1.63M ﹤0.01%
26,773
+468
2591
$1.63M ﹤0.01%
91,233
-7,949
2592
$1.62M ﹤0.01%
61,737
-12,651
2593
$1.62M ﹤0.01%
78,485
+69,427
2594
$1.62M ﹤0.01%
38,738
-2,021
2595
$1.62M ﹤0.01%
41,823
+1,515
2596
$1.62M ﹤0.01%
17,371
-85,575
2597
$1.62M ﹤0.01%
147,425
+25,464
2598
$1.62M ﹤0.01%
107,434
+21,164
2599
$1.61M ﹤0.01%
129,392
-9,572
2600
$1.61M ﹤0.01%
139,158
-12,907
102 103
104
105 106