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
2701
$1.43M ﹤0.01%
53,174
+4,360
2702
$1.43M ﹤0.01%
178,064
-2,828
2703
$1.42M ﹤0.01%
106,412
+46,847
2704
$1.42M ﹤0.01%
14,309
-20,799
2705
$1.42M ﹤0.01%
80,556
+17,453
2706
$1.42M ﹤0.01%
162,698
+49,414
2707
$1.42M ﹤0.01%
23,136
+1,232
2708
$1.42M ﹤0.01%
5,055
+1,662
2709
$1.41M ﹤0.01%
71,344
+1,095
2710
$1.41M ﹤0.01%
39,616
+5,700
2711
$1.41M ﹤0.01%
117,765
+7,008
2712
$1.41M ﹤0.01%
90,531
+1,799
2713
$1.41M ﹤0.01%
29,101
-12,274
2714
$1.41M ﹤0.01%
23,929
-86,607
2715
$1.4M ﹤0.01%
127,447
-77,426
2716
$1.4M ﹤0.01%
54,004
+11,599
2717
$1.4M ﹤0.01%
71,270
-539
2718
$1.4M ﹤0.01%
47,017
+21,392
2719
$1.4M ﹤0.01%
728,723
+310,565
2720
$1.39M ﹤0.01%
395,463
-2,129,966
2721
$1.39M ﹤0.01%
141,367
+41,061
2722
$1.39M ﹤0.01%
43,445
+41,094
2723
$1.38M ﹤0.01%
55,935
-34,204
2724
$1.38M ﹤0.01%
35,706
+22,176
2725
$1.38M ﹤0.01%
102,110
+4,875
107 108
109
110 111