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
2651
$2.95M ﹤0.01%
218,778
-3,550
2652
$2.95M ﹤0.01%
14,842
-1,424
2653
$2.94M ﹤0.01%
73,594
+65,355
2654
$2.94M ﹤0.01%
41,663
-3,057
2655
$2.94M ﹤0.01%
67,929
+5,311
2656
$2.93M ﹤0.01%
24,364
-123
2657
$2.93M ﹤0.01%
75,890
+43,134
2658
$2.92M ﹤0.01%
603,567
-12,533
2659
$2.92M ﹤0.01%
263,611
+660
2660
$2.91M ﹤0.01%
398,751
+9,208
2661
$2.91M ﹤0.01%
74,254
+62,496
2662
$2.9M ﹤0.01%
63,559
-61
2663
$2.9M ﹤0.01%
431,005
+203,598
2664
$2.89M ﹤0.01%
797,277
+57,451
2665
$2.89M ﹤0.01%
59,804
-27,873
2666
$2.89M ﹤0.01%
924,315
+26,500
2667
$2.89M ﹤0.01%
32,961
-783
2668
$2.89M ﹤0.01%
164,866
-19,827
2669
$2.89M ﹤0.01%
161,544
+109,042
2670
$2.89M ﹤0.01%
242,039
-7,451
2671
$2.89M ﹤0.01%
248,192
-771
2672
$2.88M ﹤0.01%
73,554
-9,646
2673
$2.88M ﹤0.01%
915,667
+507,348
2674
$2.87M ﹤0.01%
372,611
+196,131
2675
$2.87M ﹤0.01%
90,381
+13,593
105 106
107
108 109