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
2626
$1.57M ﹤0.01%
50,075
-33,342
2627
$1.57M ﹤0.01%
55,525
+42,021
2628
$1.57M ﹤0.01%
93,618
+33,160
2629
$1.56M ﹤0.01%
26,458
-1,683
2630
$1.56M ﹤0.01%
104,806
-105,708
2631
$1.55M ﹤0.01%
179,883
-259,028
2632
$1.55M ﹤0.01%
55,036
-7,228
2633
$1.55M ﹤0.01%
38,260
-2,394
2634
$1.55M ﹤0.01%
346,789
+24,749
2635
$1.55M ﹤0.01%
24,655
-9,492
2636
$1.54M ﹤0.01%
32,480
-64,856
2637
$1.54M ﹤0.01%
6,083
+3,496
2638
$1.54M ﹤0.01%
34,697
-8,692
2639
$1.54M ﹤0.01%
27,483
+959
2640
$1.53M ﹤0.01%
43,230
+10,705
2641
$1.53M ﹤0.01%
27,927
-49,310
2642
$1.53M ﹤0.01%
91,168
+35,919
2643
$1.53M ﹤0.01%
24,666
+4
2644
$1.53M ﹤0.01%
162,924
-13,174
2645
$1.52M ﹤0.01%
74,067
+552
2646
$1.52M ﹤0.01%
73,361
-9,117
2647
$1.52M ﹤0.01%
65,226
-6,555,309
2648
$1.52M ﹤0.01%
122,526
-23,709
2649
$1.52M ﹤0.01%
235,110
-23,623
2650
$1.51M ﹤0.01%
116,751
+60,032
104 105
106
107 108